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Count associated records

Count Associations – count the number of associations of a record via workflow or schedule.

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Installation & subscription

Install the app via the button at the top of this page or via the HubSpot App Marketplace. After installation, you have a 14-day free trial available for your portal.

You can subscribe via the link in the app settings. You can access these via the settings icon in the HubSpot menu bar, then Integrations → Connected Apps. There, click on Actions → Go to settings.

After payment, you are redirected to a page where you enter the Portal ID of the HubSpot portal to which the license should be assigned. You can find the portal ID in your browser's address bar.

If you uninstall the app in your portal, your subscription remains active and continues to apply after reinstallation.

The subscription is tied to your portal and generally not transferable. If you have purchased an annual license and want to move the app to another portal, write to us at apps@adunera.com – we'll take care of it.

Workflow action

Create a workflow based on the desired object type and add the action Count Associations to it. It counts the associations between the enrolled record and the selected object type.

Supported object types

Contacts, Companies, Deals, Tickets, Calls, Carts, Conversations, Invoices, Leads, Orders, Quotes, Subscriptions, Tasks, Users, Courses.

Association type to count: The object type whose associations are counted. You choose dynamically from all objects linked to the enrolled object – including custom objects.

Save result

  1. Create your own property (e.g. Deals → Settings → Manage deal properties → Create property).
  2. At the end of the workflow, add the CRM action "Edit record" and select this property.
  3. At "Select value," choose the option "Action outputs" and then "Number of associations."

Scheduled counting

With Count any Associated Records you count associations regularly on a schedule. Configuration is done in the app settings (Settings → Account Management → Integrations → Connected Apps → Count any Associated Records → Settings).

  • Add new counter: Creates a new schedule.
  • Count from object: The object for which the sync is run.
  • Associated object: The object type whose associations are counted – including custom objects.
  • Target property: This property is populated with the count and must be of the "Number" type (e.g. Deals → Settings → Manage deal properties → Create property → Field type "Number").
  • Interval: The period between two syncs – at least 30 minutes to preserve your daily API quota.
  • Save settings: Must be clicked for changes to take effect.
  • Delete: Removes a schedule. Then click "Save settings."

Limitations

The following object types cannot be enrolled: Goals, Media, Payments, Survey responses, Custom objects.

Do you need additional or new HubSpot objects? Write to us at apps@adunera.com – we'll check whether we can implement it.

Workflow action: Each count generates 1 HubSpot request; opening the action adds 1 more to load the associated object types.

Schedule: For every 100 records and sync, 102 requests are generated. With 1,000 deals and a daily interval, that's 1,200 requests per 24 hours. Opening the settings generates 1 request; creating and saving a schedule generates 4 requests.

Note your portal's daily API limit, which is also used by other apps.

Questions?

Write to us at apps@adunera.com – we're happy to help.