How to Automatically Associate Orders with Companies in HubSpot

If you're using an e-commerce platform like BigCommerce integrated with HubSpot, you've probably noticed this frustrating quirk:

Orders are associated with Contacts, but not with their Companies — even when the Contact is properly linked to a Company.

This creates problems for reporting, automation, and visibility — especially in B2B environments where you need to know which company placed which order.

You can read the entire process in this blog post. Or you can watch the tutorial video that's embedded on the bottom of this page. Let's begin...

The Solution

We used a custom-coded workflow action inside HubSpot to automatically associate a Contact’s primary Company with the corresponding Order whenever a new Order is created.

This required:

• A HubSpot Private App to securely authenticate API calls

• A custom workflow in HubSpot with a code action

• A short JavaScript script that fetches associations and links the records

The best part? Once set up, it works completely in the background — no more manual associations.

Step-by-Step Instructions

1. Create a Private App in HubSpot

1. Go to Settings > Integrations > Private Apps

2. Click “Create Private App”

3. Name it something like Order Association Tool

4. Under Scopes, check:

   • crm.objects.orders.read

   • crm.objects.orders.write

   • crm.objects.contacts.read

   • crm.objects.companies.read

5. Click Create App and copy the access token (you’ll need this once — keep it safe!)

2. Create a Custom Workflow in HubSpot

1. Go to Automation > Workflows and create a new workflow based on the Order object

2. Set the enrollment trigger:
   Order is created (or further refine by only enrolling orders within a specific pipeline or based on other order properties)

3. Add an action:
   “Custom Code”

3. Add the Access Token as a Secret

1. Inside the code editor, click the “Secrets” tab

2. Click “Add Secret”

   • Key: HUBSPOT_PRIVATE_APP_TOKEN

   • Value: (paste your private app token here)

4. Paste the Code

Here’s the script to paste into your code block: