Inline Association Table
Thursday, June 25, 2026
What it is
The inline association table lets you see and act on associated record data directly from any CRM index page, without clicking into individual records or building a workaround. Click the caret next to a record to expand the table, pick the associated object type, then search, filter, adjust columns and run bulk actions without leaving the page. You can save your column selection, sort and filters to the view, though default views do not support saving yet. This is CRM's version, and it is live and free on all hubs and tiers — the one requirement is that your portal is enrolled in the new index UI, through Flexible CRM Views or the Streamlined Index page.
Why it matters
The questions that used to require a detour now answer themselves on the page you already live in: which contacts have a deal closing next month, which companies have an open ticket. One clarification worth keeping straight is that this surfaces and filters the associated records, not the index itself, so it is not yet a way to filter your index by association. The quieter benefit is that when this data is visible to you on a single surface, it tends to be visible to Breeze Assistant too. Worth knowing there are two of these. Customer Success shipped its own inline association tables to Service Hub Professional and Enterprise two days earlier. Same mechanic, different door — this is the one you get on any hub once the new index UI is on.
The Take
I've been so excited for this, and what they've been doing to really make associations, let's say, more palatable throughout the system. Not so clunky.
Chris drove this one, and it is the closest thing to a hands-on moment in the pair of mornings: he turned it on live. He said it had been in private beta for a while and he could not get in, still could not the day before, and then got a message from the product manager that it had been released to everybody. He wondered whether that had just happened minutes before. Then he showed it. From an index page he opened a record's associated objects, picked the object type and added a quick filter. A contact and a custom object had no associations in the demo portal, which he called the joys of showing a demo portal, but on companies the contacts appeared.
Why Chris has been excited: HubSpot has been working to make associations more palatable throughout the system, not so clunky. Do not make me click into another page if I have more than four contacts, or scroll endlessly. It echoes the Gantt chart for projects and tasks last year, which showed only tasks, and now you can see everything associated, custom objects and all your objects included. Madelyn supplied the use cases. She had to build a list of companies and then a list of contacts at those companies, and the questions she wants answered are things like companies who are customers and their contacts, contacts who have leads associated, or companies whose Lifecycle Stage differs from their contacts' Lifecycle Stage. She also said you need to see multiple things at once sometimes, not just either or. Chris noted that much of what you can do here used to take lists to get to the list you wanted. One hedge he voiced early on: he was not sure yet whether it might still be object specific.
What to do: our record has this live and free on all hubs and tiers. The one requirement is that your portal is enrolled in the new index UI, through Flexible CRM Views or the Streamlined Index page. Turn it on in a view you use every day and answer one cross-object question you currently answer with a pair of lists. It surfaces and filters the associated records, not the index itself, so it is not yet a way to filter your index by association; keep your lists for that. Default views do not support saving the settings yet.
Watch Us Discuss This
The full segment from the show, us working through this update start to finish.
FAQ
Which associated objects can I see in the table?
All of them. On air Chris confirmed that all associated objects are options, custom objects included, and Madelyn checked that custom objects work too.
Do I need to turn something on first?
In the demo, Chris pressed the beta button on the new view and the table was already active. Our record adds that the portal needs to be enrolled in the new index UI, through Flexible CRM Views or the Streamlined Index page.
Can I filter the associated records?
Yes. Chris added a quick filter on the associated records on air, and Madelyn noted you can even filter them.
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