Create Custom object from another Custom Object

Data Hub Data Hub
1

Example:

We are using two custom objects

1. is all calls

2. is ‘soft’ leads

I need a selection of 1 to create 2. I can currently perform a workaround by enrolling 1 into a workflow and creating a deal. Then enrolling the deal into a workflow and creating 2.

That’s a lengthy workaround where a lot of data is being moved around and could cause problems with reporting.

2

Hi @JWarren8,

Thank you for reaching out to the Community!

I wanted to tag in a couple of subject matter experts to see if they have any input on this matter:

Hi @Brenner, @johnelmer, @ChristinaKay, do you have any advice for @JWarren8? Thank you!

Cheers
Mia, Community Team

3

Thanks, like I say, I have a workaround that does work for me but it does feel that in a custom object workflow, the create record function should also include other custom objects

4

Hi @MiaSrebrnjak and @JWarren8 ,

Sorry, but I can’t help with this topic. I don’t have the technical ability to help, but I know people who can help.

@DanielSanchez or @danmoyle

5

Thanks for the tag @Brenner :slightly_smiling_face:

I don’t see a standard function in the HubSpot workflows to create a Custom Object record (like we can for standard objects). With Operations Hub and the custom code option, there may be code to write that creates a custom object record, but I don’t see documentation on that anywhere.

I added this to the ideas forum here if you want to give it an upvote and comment.