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Custom objects

How to associate object records with contacts, companies and opportunities

First 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.

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Before you start

  • The object already exists (e.g. Properties) and has or will have records.
  • Creating the association type requires an administrator; linking records can be done by any user with access.
  • Think in roles: a property can have an "Owner", an "Interested buyer", an "Agent". Each role is an association label.
Where to find it

Settings › Objects › (object) › Associations › Create Association

Step by step

Create the association type (once, administrator)

  1. Under Settings › Objects, click your object (e.g. Properties).
  2. Open the Associations tab and click Create Association.
  3. Choose which record type to link to: Contact, Company, Opportunity or another custom object.
  4. Choose the label type:
    • Single label: the same name on both sides (e.g. "Related").
    • Pair of labels: a different name on each side (e.g. "Owner" ↔ "Owner's property").
  5. Configure the relationship: one-to-one, one-to-many or many-to-many (a buyer can be interested in several properties and a property can have several interested buyers). Optionally set a record limit per side.
  6. Review the preview and click Save. You can create up to 10 labels between the same pair of objects.
  1. In the left menu, open the object and click the record (e.g. the property).
  2. On the record, find the Related Objects section.
  3. Next to the type you want to link (e.g. Contacts), click Add.
  4. Search for the contact by name, email or phone and select it.
  5. Choose the label (e.g. "Interested buyer").
  6. Click Associate. The link shows immediately on both sides: on the property record and on the contact record.
  1. Open the contact (or opportunity) and go to the Associations / Related Objects section.
  2. Click Add next to the object (e.g. Properties), search for the record, choose the label and confirm.

Remove an association

  1. In the Related Objects section, hover over the link you want to remove.
  2. Click remove and confirm. Both records still exist; only the link is gone.

Tips

  • On pipeline cards and in the Opportunities list view, you can show associations as a column or card field via Manage Fields › association label.
  • Associations power filters, smart lists, reports and workflows (e.g. "when the property becomes Sold, update the Buyer contact").
  • Real estate example: a Properties object linked to contacts with the labels "Owner", "Interested buyer" and "Inspector"; filter by location and price and instantly see who's interested in each home.
  • To link many records at once (e.g. after an import), use an object workflow with the Associate Records action, which looks up the contact by email or phone.

Common problems

  • There's no "Add" for contacts on the record → No association exists yet between that object and Contacts. Create one under Settings › Objects › (object) › Associations.
  • I can't link more contacts to the record → The relationship is one-to-one or has a limit set. Edit the association in the object's settings and change the type or limit.
  • The label isn't what I wanted → You can rename the label in the object's settings without losing existing links.
  • I deleted the record and its links vanished → That's expected: deleting a record removes its associations; the contacts still exist.

Frequently asked questions

Yes. When creating the association, choose the other custom object as the target (e.g. Properties ↔ Buildings).

Yes. When you associate a property with a contact, the property appears on the contact record and the contact on the property record, each with its own label.

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