Ensure that you have first defined your custom objects. Then, go to Actions, Edit Properties, then Create Property.
HubSpot custom objects allow you to store data that doesn’t quite fit its standard objects; contacts, companies, deals and tickets. To set up a custom object, you’ll need to have a HubSpot account with an Enterprise Hub or a developer who can help define your custom object using HubSpot’s APIs.
Define your Custom Object
First, draw out an entity relationship diagram displaying all your objects and their key properties. Use crow’s foot notation to show how many of each object can be associated with another object, as shown in the example below.
Next, create an API call to define your custom object. Include a unique internal name for your object, as well as singular and plural labels for the object type to be displayed in the HubSpot UI. You also need to define the object’s primary and secondary display properties and other required properties.
Finally, define your properties, including the name of the property and its type, and outline the existing object(s) you want to associate your custom object with.
At the moment, defining a custom object is only possible via an API; HubSpot Enterprise customers and third-party developers can use the public API to do this.
Create New Records
If you want to create new properties once you have defined your custom object, select Actions > Edit Properties > Create Property.
To add new records to your custom object, and maintain accurate data, you can:
- Manually create records by clicking Create in the HubSpot UI
- Import your data from a spreadsheet by clicking Import
- Migrate data programmatically using the HubSpot API
Implement your Custom Object
Like standard objects, you can use custom objects to store information and associate it with other records in your portal, like contacts or deals.
Custom object data can also be used to trigger workflows. In the main navigation bar, click Automation > Workflows, then click Create Workflow in the top right corner. From the left menu, choose the custom object you’d like to trigger the workflow.
To create a custom report, navigate to Reports > Reports > Create Custom Report. Choose what you want to report on and select your custom object, then add the properties you’d like to view. You can then customise and save your report and add it to a dashboard.
There you have it! Now you can use your new custom object to perform just how you want it to based on your business needs.