Hi everyone,
I’m working on setting up a parent–child company hierarchy in HubSpot and could use some guidance on configuring labeled company-to-company associations using standard tools.
Current setup:
We have a custom object that includes a property called Parent VAT.
Each custom object record is associated (unlabeled) with its parent company using this VAT, and also associated with its child companies via their VAT numbers.
The goal is to connect companies directly to one another — creating labeled company-to-company associations (Parent ↔ Child) based on VAT.
Important: A company can act as both a parent and a child depending on the relationship. For example, a mid-level company may have its own parent while also being a parent to others.
Diagram
The diagram below shows our current data model and the desired company hierarchy.
Black arrows represent existing VAT-based associations between the Custom Object and Companies.
Red/orange arrows represent the desired labeled company-to-company associations (Parent ↔ Child).
A company may exist on multiple levels in the hierarchy — acting as a parent, child, or both depending on the VAT structure.
The Parent VAT field on the Custom Object determines which company relationships should be created.
What I’ve tried so far:
Matching Parent VAT and Company VAT via workflows
Using association-based triggers
Attempting to apply association labels directly through workflows
However, none of these have fully solved the case.
Either:
The Parent VAT ends up being written onto the parent company itself, overwriting cases where the parent already has a parent, or
The company-to-company labeled association can’t be created through the workflow logic.
The challenge:
I’m looking for a standard HubSpot configuration (via workflows or imports) to automate the labeled parent/child relationships safely and efficiently.
imports) to automate the labeled parent/child relationships safely and efficiently.
Thank you in advance!