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JWarren8
Participant

Create Custom object from another Custom Object

SOLVE

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. 

0 Upvotes
1 Accepted solution
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Create Custom object from another Custom Object

SOLVE

Thanks for the tag @Brenner 🙂

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. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

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4 Replies 4
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Create Custom object from another Custom Object

SOLVE

Thanks for the tag @Brenner 🙂

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. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
Brenner
Recognized Expert

Create Custom object from another Custom Object

SOLVE

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 



Brenner Natal



HubSpot Consultant | Inbound Marketer



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MiaSrebrnjak
Community Manager
Community Manager

Create Custom object from another Custom Object

SOLVE

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     




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JWarren8
Participant

Create Custom object from another Custom Object

SOLVE

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