[Closed] Ask Me Anything: Custom Objects

Hi Ron / @ConversionCrew - This is a very fair thing to point out and something I’ll surface to the Conversations team to ensure it’s on their radar. As you might imagine, there are a lot of corners of HubSpot where Custom Objects should probably be reflected, and we are working hard to find any we’ve missed!

Hi Jeffrey, thanks! I can imagine custom objects having impact on lots of places in HubSpot. In general we can tell a lot of thought went into it already and it’s working like a charm so far.

Hi product team,

Question regarding syncing information between systems. If we use a custom object for subscriptions, for example, and we need to integrate our HubSpot instance with another platform, which integration tools would we be able to use? PieSync? Zapier?

Thanks!

Hello @kelseyingram392, thanks so much for participating.

Currently there aren’t any connectors that work with Custom Objects.

PieSync can sync Contacts and Companies (not yet Deals, Tickets, or Custom Objects). We are working on it, but I don’t have a timeline for when it will be available.

Zapier is similar, in that it can interact with our standard objects but not custom objects, at this time.

As more integrators become comfortable using our Custom Objects, I expect other iPaaS providers to include Custom Objects, but there isn’t anything available at this time outside of a custom integration using the APIs directly.

Hi @kelseyingram392 ! If you need a custom objects integration beyond what PieSync and Zapier provide, Lynton can help you with that. We’re AIC certified and an Elite partner and handle all kinds of custom HubSpot integrations. Feel free to schedule a call or email megan.putman@lyntonweb.com if you want to discuss!

Hi,

Are we able to to create custom objects wich use the same interface as Deals or Ticket objects? For example Kanban view.

Hi @SMA -- We don’t currently have a Kanban view for custom objects. This is something we’re considering, but as far as I know, it isn’t in development yet. For updates, watch the post on the ideas forum: https://community.hubspot.com/t5/HubSpot-Ideas/Custom-object-pipelines/idi-p/366409

Hi Folks,

Need some help here!

Trying the implement custom object at my portal and need association with CONTACT+PRODUCT_OR_FOLDER type standard object. Initially testing at my sandbox but it seams association with PRODUCT_OR_FOLDER is not mapping properly. My script for test account:

import json
import requests
url = "https://api.hubapi.com/crm-object-schemas/v3/schemas"
querystring = {"hapikey": "<API_KEY>"}
payload = {
 "name": "webinar",
 "labels": {"singular": "Webinar", "plural": "Webinars"},
 "primaryDisplayProperty": "event_title",
 "requiredProperties": ["event_title", "event_date"],
 "properties": [
 {
 "name": "event_date",
 "label": "Date",
 "type": "date",
 "fieldType": "date",
 },
 {
 "name": "event_title",
 "label": "Event Title",
 "type": "string",
 "fieldType": "text",
 },
 ],
 "associatedObjects": ["CONTACT", "PRODUCT_OR_FOLDER"],
}
headers = {"accept": "application/json", "content-type": "application/json"}
response = requests.post(
 url, data=json.dumps(payload), headers=headers, params=querystring
)
print(response.text)

Please check the screen-shot and let me know the right way to associate custom_object with PRODUCT_OR_FOLDER standard objects. Other standard object association(deals, etc) works but not working for PRODUCT_OR_FOLDER . I am sure It will will work but I think I am missing something at code.


Custom object association issue

Hi @hasan19. Love that you are trying this out in a test account and kicking the tires.

Two things:

1.) It looks like you’re creating an Webinar object. It may be that what you actually want to use is our new Marketing Events object. You’ll interact with it via API, but the object structure is built out already: New Marketing Event object and APIs in Public Beta

2.) Currently, Custom Objects can only be associated to Contacts, Companies, Deals, Tickets, and other Custom Objects. What is the PRODUCT_OR_FOLDER object you’re trying to associate to?

Thanks for your response.

Actually I’ve got this PRODUCT_OR_FOLDER association possibility from an error message returned from server when tried to create the assocaition with PRODUCT. Looks like they have updated the error message and removed PRODUCT_OR_FOLDER. But you can see that the association is possible for CONTACT, DEAL, LINE_ITEM, TICKET, ENGAGEMENT, COMPANY, CALL, TASK, CONVERSATION_SESSION, MEETING_EVENT, NOTE, EMAIL etc. Please check the screenshot.

Now I need this custom object association with Product because some contacts will be selling LIVE webinar and others will buy them. Now those who buys it we can track it using Deals but those who will be selling them we want to track that by associating product with them. But looks like its not possible.

@hasan19 Clearly the product team is making continued progress!

You are correct that you can’t associate a Product with a Contact. For the time being you may need to attach all contacts to the deal, whether they are the buyer or seller, and then separately mark contacts as either Sellers/Buyers/both. Obviously there is a lot of context I’m not sure of, but something like that might get you moving forward.

Down the road we are looking to allow for different types/roles of associations which may be a better solve as you’ll be able to have both “buyers” and “sellers” associated to a deal and could differentiate that way.

Hi @KyleJepson

Just wanted to say your session at Inbound was very helpful and informative.
Since that time we’ve started to implement a custom object called “publications”. A large portion of our business produces magazines and many deals, products, tickets, etc. get tracked, or have efforts rolled-up into a Publication or Issue. Happy we have this feature now as trying to do this before custom objects would have been difficult at best.
I saw mention of a use case for Subscriptions and it piqued my interest. We are currently trying to determine how to handle some subscription-based (annual) and/or VIP Programs that we are creating this year. We also have subscriptions for our magazines. Now I’m trying to determine would this be two objects or one? Technically a program and a magazine subscription are both “subscriptons” of a sort. So many choices :slightly_smiling_face:
Curious if anyone else has thought of dealing with Programs in this way. Any inherent downsides of using an object?

@MShavalier Something like “Programs” seems fine to me, and you may be able to use a property to differentiate the type of programs that you include - that way you don’t have a slew of new Objects for each program.

There could be some detail to figure out here, but something like a Program object with a field called Program Type might be enough to get to your end requirements.

Hello!

We’d like to use custom objects to manage property listings for a real estate agency. Will there be a way to associate contacts automatically based on specific Hubspot properties (for example city), to take advantage of personalization tokens within email marketing automation?

@KatlynPlummer I have a sense that “Property Listings” and other physical things may become more common use case for custom objects. Currently there isn’t a way to do this from within the UI, but programatically (via API) this is something that could be built.

Hello,

Question: will we be able to set user/teams rights per custom object?
Now it looks like access is set for all CO’s combined?

Thank you.

Regards

Michel

@Leadstreet-M My understanding is Permissions is on the roadmap but I don’t have a timeline of when that is expected to be available.

Hi there!

I attended Kyle’s session at INBOUND and have watched the HubSpot Academy lesson on Customer Objects, but I’m still not sure custom objects are the right fit for our use case, or if there’s functionality within deals and products that would better serve us. We already have multiple pipelines for different regions we serve, however we’re moving towards multiple major product lines across all those regions as well, each of which would require very different sets of fields, which might make the deal records unruly. How should we go about determining which route to take?

Thank you,

Krista

Hi @KristaGruber there may be more than one way to set this up and have it work for you. If you have your sales team using the Products dropdown in the UI, then you might be breaking that process if you were to introduce a Custom Object to represent the products. My hunch is that you want to lean on the standard Products functionality here. I sent you a DM.

@KyleJepson I’ve watched your videos, read your posts and taken ALL of your warnings to heart. My use case for Custom Objects is actually the Car example so I’m 100% in. I have thought this out. A lot. A whole lot. That being said… should I mess up in the development of my API call - how difficult (read: expensive) would it be for me to correct or remove the Custom Object from my HubSpot? OR is there a testing sandbox I can play in before rolling out a finished version I’m confident will work for my team?