Contract and Project Record Associations
Friday, August 14, 2026
What it is
You can now associate Contract records — a native HubSpot object, available through Revenue Hub — with Project records (the Projects object under the CRM nav, not the other Projects-named tools in the platform). You can also adjust association limits or create custom association labels to define exactly how a contract and a project relate to each other.
Why it matters
Chris's framing on today's show: when a contract and a project belong to the same customer process, keeping them linked gives the team shared context on how the agreement and the delivery work actually connect, instead of cross-referencing records by hand. His real example is billing milestones: the people delivering the work know when a milestone is hit, but accounting is the one who has to chase that information down to know when to invoice. "The accounting team has to get in touch with the people in charge of projects just to figure out like if it's time to pay bills." This update puts that information in one place instead of in someone's inbox.
The Take
Chris Carolan
The accounting team has to get in touch with the people in charge of projects just to figure out like if it's time to pay bills.
There's nothing I love more than highlighting objects that probably most of the ecosystem hasn't touched or doesn't know about — Projects is one of those. If you go looking for this update, don't get confused by the nav: the Projects object under CRM is the one this connects to, not the other four or five things in HubSpot also called "projects."
The real reason I care about this one is billing milestones. I ran a feedback session with a revenue team recently where this exact gap came up — you agree to bill at certain points in the delivery process, but those milestones almost never live anywhere accounting can see them. Coming from manufacturing, I've watched this exact handoff get run entirely outside any system: checklists, emails, tribal knowledge about when a job is "done enough" to invoice. Now you can put contract and project data in HubSpot and associate them directly — the technology problem is solved. The adoption problem is still yours: get your delivery and accounting teams to actually agree to put contract and project data in HubSpot in the first place.
Watch Us Discuss This
The full segment from the show, us working through this update start to finish.
FAQ
What are Contract and Project records, and can I associate them now?
Yes. Contract is a native HubSpot object (available through Revenue Hub), and you can now associate it directly with the Projects object in HubSpot's CRM nav. Requires Revenue Hub Professional or Enterprise.
Which "Projects" does this apply to?
The Projects object under the CRM nav — HubSpot has more than one thing called "projects" in the platform, so check that you're looking at the right one before you go hunting for this association.
Why would I bother linking a contract to a project?
The billing-milestone use case Chris raised on today's show: delivery teams know when a milestone is hit, accounting needs to know when to invoice. Linking the records means that information lives in HubSpot instead of in someone's inbox.
Can I customize how the two records relate to each other?
Yes — you can adjust association limits or create custom association labels to define the relationship in a way that matches how your team actually works.
Produced by Value-First Media