How do I set up custom objects in HubSpot?

In your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Objects > Custom Objects. 

If this is your first custom object, click Create a custom object in the centre of the page. 

If you're creating an additional custom object, click Create custom object in the top right.

In the right panel, set up your custom object: 

First set up your custom object's name then enter an optional object description that explains to your account's users what the object is and how it should be used.

To create the object's primary display property: 

  • Primary display property: enter a label for the property used to name a record of your object (e.g., Pet name for Pets). This property is required to create a custom object record.
  • Property type: select the type of your primary display property, either Single-line text or Number. 

Click the edit pencil below the label to edit the property's internal name, then click Save to confirm.

Select the checkbox to require unique values for the primary display property. With this turned on, users will be unable to enter the same value for multiple records (e.g., for the object Orders, the primary property Order number should require unique values).

Once you're done, click Create at the bottom of the panel.