Create new custom object records once you've defined a custom object, either in HubSpot settings or via API. HubSpot's object index page, as well as other HubSpot tools, can be used to create custom object records.
Learn more about best practices for creating and using custom objects in your HubSpot account.
An object record can be manually created by following these steps:
- In your HubSpot account, navigate to Contacts > Custom Objects, then select the object for which you want to create a record.
- In the upper right corner, click Create [custom object].
- Enter property values and select records to associate with your new record in the right panel. Learn how to customize the properties and associations that appear when manually creating a record.
- Once you're done, click Create [custom object], or click Create and add another record.
Logging and retrieving information is possible once a custom object record has been created. You can associate custom object records with other objects, such as companies or deals, and organize your records in pipelines. Additionally, you can customize the properties that appear in the sidebars, association cards, and board cards of custom object records.
HubSpot also allows you to create custom object records in the following ways:
- If you're moving from another CRM or have data in a spreadsheet, you can import records into HubSpot.
- Custom object records can be synced from Salesforce. Learn how to set up and use the Salesforce custom object sync.
- You can create records via the Create record action in a workflow. To create custom object records in workflows, the custom object must have a defined relationship with the workflow's object. For example, if a custom object record hasn't been associated with a contact, you can't create custom object records in contact-based workflows.
If you've created duplicate custom object records, learn how to merge them.