Create Custom object from another Custom Object

[JWarren8]

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. 

[danmoyle · Accepted solution]

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. 

[Brenner]

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 

[MiaSrebrnjak]

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     

[JWarren8]

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