Creating and Editing Custom Objects

What Are Custom Objects?

Custom Objects allow you to define new record types within your CRM, each with tailored fields, relationships, and automation capabilities. They are designed to model data specific to your business needs—such as tracking properties, cases, pets, or vehicles—when standard objects like Contacts and Opportunities are insufficient.

Key Benefits

Custom Objects offer several advantages for organizing and leveraging your data:

• Flexibility: Create entities with custom fields, labels, and associations to match your processes.
• Automation: Trigger workflows when records are created or updated and perform object-specific actions.
• Insights: Analyze data using SmartLists and List View, with precise filtering via Advanced Filters.
• Governance: Administrators manage object definitions to ensure data integrity.
• Access: Available on all plans, with a limit of 10 Custom Objects per location.

Field Types and Unique Fields

Select appropriate field types to maintain clean, merge-friendly data. Unique fields enforce data uniqueness across your sub-account and all entry points, including the UI, Workflows, Forms, and API. Supported unique field types include Single Line Text, Multi Line Text, Number, and Phone. Each object can have up to 10 unique fields. Note: If you change a unique field to non-unique, this action cannot be reversed.

Associations and Labels

Associations link records between objects to reflect real-world relationships, such as connecting an Opportunity to a Property. You can define many-to-many or one-to-many associations and use them in SmartLists, filters, and automations. Up to 10 unique labels can be set between any two objects for clarity (e.g., “Buyer Of” or “Listed On”). Opportunities also support flexible associations with Custom Objects for a unified pipeline view.

Where Custom Objects Can Be Used

Custom Objects are supported in several areas of the CRM, including Contacts and Opportunities (via associations), Workflows (triggers and actions), Forms, Surveys and Quizzes, SmartLists, List View, Advanced Filters, Reporting/Dashboards, APIs, Webhooks, and Tasks. They are not currently supported in Email Campaigns, Bulk Email, Bulk SMS, Conversations UI, Funnels & Websites (for dynamic data), Calendars & Scheduling, Reputation/Reviews, Payments & Invoicing, or Company object internals. Support for Notes, Funnels & Websites (dynamic binding), AI Knowledgebase, and Emails via Workflow to associated contacts is coming soon.

How to Set Up Custom Objects

Step 1: Create the Object

Navigate to Settings under your sub-account, then select Objects. Click Add Custom Object to begin.

Step 2: Add Object Details

Enter a Singular name (e.g., Pet) and a Plural name (e.g., Pets). Review the automatically generated Internal Name and Primary field; you can adjust the internal name by clicking during creation. Provide a label for the Primary display field (e.g., Pet Name), choose an icon, and add a description to clarify the object’s purpose. Click Create Custom Object to proceed.

Step 3: Edit Object Details

After creation, the object appears on the Objects page. Click on it to open and modify its details as needed.

Deleting a Custom Object

To delete an object, click the ⋯ (three dots) next to its name and select Delete. Type DELETE to confirm. Warning: This action is irreversible and removes the object, all its records, associations, workflows, and custom fields.

Using Custom Objects in Workflows

Once a Custom Object is set up with fields and associations, you can automate processes using object-based workflows. These workflows run on the Custom Object record itself, not just on Contacts. Triggers include when a Custom Object record is created or updated, or when an inbound webhook is received. Actions available include creating or updating records, clearing fields, sending data via Custom Webhook, or logging to Google Sheets.