Quick tipHow toSmart CRM

Create and work with custom object records

Workflows need a defined relationship.

Subscription
Enterprise
Permissions
Custom object access
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: once the object is defined, create records manually, by import, or with a workflow Create record action. In workflows, the custom object needs a defined relationship with the workflow's object. Records can also sync from Salesforce.

1. In HubSpot

The relevant screen in my demo portal.

Data Model Builder table listing objects with records, properties, associated objects, used in, and object type ID
Records, properties and associations per object (1), and the object type ID (2).

2. Worth knowing

Decide whether you need a custom object at all before building one.

3. Related

When to build a custom object.

Sources

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One email when a new article publishes.

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