@FlywheelKinetic All that preparation is appreciated! I’d suggest creating a Test Portal and making the calls in that portal first, that way you’ll have some practice before you go into production. Once it’s created in Production, you could also delete it with another call, so it’s still low risk.
Create a Developer Account, then you can Create a Test Portal.
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I have a similar use case to hasan19 where I need to be able to associate contacts to product line items. We’re a nonprofit that allows donors to give gifts in honor of friends and family in one checkout process (read: one deal with multiple donation products). I want to be able to associate the honoree contacts with the specific donation product line item that was given in honor of them so that we can send them an email notification. @rohri do you have a recommendation for this process?
Much appreciated!!
Hi @KyleJepson ,
Thanks for being so responsive to our questions! I read through the documentation and thread but couldn’t find anything about form submissions. Is it possible to create custom object records using HubSpot forms? The form would create both the Contact record (or update an existing contact) and the custom object record, then associate the custom object record to the Contact.
Much appreciated,
Kelsey
Hi @kelseyingram392 ! This isn’t currently possible, but it is something we’re considering. Follow this idea thread for updates: https://community.hubspot.com/t5/HubSpot-Ideas/Use-a-form-to-populate-custom-object-data/idi-p/366405
That said, workflows can create custom object records, and you can copy property values, too, so that would be a good workaround. For example, let’s say you have a pet kennel, and you have a custom object called Pets. You want people to be able to fill out a form to submit information about their pets. If you Pets object has properties for Name, Age, and Breed, you could create contact properties for Pet Name, Pet Age, and Pet Breed and put those into a form. You could then create a contact-bsed workflow that’s triggered by that form submission. It would create a Pet record, copy Contact:Pet Name to Pet:Name, Contact:Pet Age to Pet:Age, and Contact:Pet Breed to Pet:Breed. It would also associate that pet to the contact who submitted the form.
In this setup, the contact properties would work as temporary holders of the pet information. If I’m your customer, and I have five pets, I would submit the form five time. Each time, the contact properties would get overwritten, but a new pet record would get created and associated to me. I think this would get you where you want to be--you’d just have to make sure everyone on your team knows to ignore the pet-related contact properties and instead look at the associated pet records for information.
Does that make sense?
@KyleJepson that does make sense and I think could work!! The ideal flow would definitely be to create the custom object upon form submission, but this workaround is definitely an option for now. Thank you!!
@KyleJepson @ajoselow Can custom object data be accessed by tools like Tableau?
Custom objects can be accessed through any integration, as long as the person who builds the integration decides to make them a part of it. Full API documentation here: Accounts Dashboard | HubSpot
@ajoselow Is there a way our users can see in-app who created a custom object?
Hi @JessieS,
Thanks for reaching out!
This AMA is closed so the host may not see your question.
I would recommend creating a new post to ensure your question gets visibility among our community members who can offer the next steps or guidance.
Thanks,
Kristen