Custom objects
Create your own record types (properties, vehicles, policies…).
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- How to add fields to a custom objectGo to Settings › Custom Fields, click Add Field, pick the type (text, number, dropdown, date…), name it, choose the object (e.g. Properties) and a folder, and save. If the value must never repeat (license plate, policy number), check Mark Field as Unique.
- How to associate object records with contacts, companies and opportunitiesFirst create the association under Settings › Objects › (object) › Associations › Create Association (e.g. Property ↔ Contact, label "Buyer"). Then, on the record, under Related Objects, click Add, search for the contact, pick the label and click Associate.
- How to automate a custom object with workflowsGo to Automation › Workflows › Create Workflow and choose the workflow based on your object (e.g. Property). Use the "Property Created" or "Property Changed" triggers (filtered, e.g. Status = Sold) and actions like Update Associated Record, Clear Fields, Add Note or Webhook. Publish.
- How to create a custom objectGo to Settings › Objects, click Add Custom Object, enter the singular and plural names, label the primary field (e.g. "Property name"), pick an icon and description, and click Create Custom Object. The object then appears in the left menu.
- How to create custom objects from a ready-made templateGo to Settings › Objects › Add Custom Object › Use a template, pick the template for your industry (real estate, insurance, automotive, events, pets, home services…), review the preview of objects, fields and associations, and click Import Objects. Then adjust what you need.
- How to create, edit and delete a custom object recordIn the left menu, open the object (e.g. Properties), click Add, fill in the primary field and save. To edit, open the record, click Edit, change the fields and save. To delete, open the record, click the three dots › Delete Record and confirm (there's no recovery).
- How to import custom object records from a CSVIn the left menu, open the object (e.g. Properties), click Import, upload the CSV, choose the mode (Create, Update or Create & Update), map the primary field first and then the rest, and click Start Import. Track, pause or cancel it under Contacts › Bulk Actions.
- How to send a bulk email to the contacts linked to object recordsIn the object's list (e.g. Policies), select the records, click Send email in the bulk action bar, choose the association label (e.g. "Policyholder") and who receives it (most recent, earliest or all), write the email with record fields and send. Results under Contacts › Bulk Actions.
- How to view, filter and sort custom object recordsIn the left menu, open the object (e.g. Properties): records appear in a table. Click a column header to sort, use Advanced Filters to combine conditions (AND/OR) on any field, choose the visible columns, and save the combination as a smart list with + List.
- What custom objects are and when to use themCustom objects are new record types in your CRM for things that aren't contacts, companies or opportunities (properties, pets, policies, vehicles, projects). Create them in Settings › Objects; they have their own fields, link to contacts, and work in workflows and forms.