Change association label

Functionality

• Target object selection: Select the type of object whose associations you want to update (e.g., Deals, Contacts, Companies, Tickets).
• Label updating: Choose a new label to apply to all existing associations with the enrolled object.

How to use

1. Object type selection: Within the workflow action, specify the type of associated objects you want to modify (e.g., Deals associated with a Contact).
2. Association label setting: Select the new label from the dropdown menu that you wish to apply to these associations.

Steps for implementation

• Add the "Change Association Label" action to your workflow at the point where an update of association labels is required.
• Define the "Find object type" to select the associated objects you are targeting.
• Set the new "Association label" to be applied to the identified associations.

Example use case

When a Contact is enrolled in the workflow, the action locates all Deals associated with that Contact and updates the association label on every match — for example, to Point of Contact.