CRM

Fabian93
Participant

Creation of Custom Objects

SOLVE

Hi there,

We want to use custom objects in our account but I'm struggeling at the moment, because I cannot find a way to automatically create custom objects from a contact or company based workflow. Also the enrollment in another workflow (custom based one) is not possible.

 

Is this true? Are we not able to automatically create custom objects out of workflows, that are NOT custom object based?

 

Thanks for a answer.

 

Best,

Fabian

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1 Accepted solution
Fabian93
Solution
Participant

Creation of Custom Objects

SOLVE

Hi Karsten, Thanks for your quick reply. I already find my mistake. I have not created a association between contact and custom object records, so I was not able to choose the custom object in the workflow area. As soon as I have created the association, I'm now able to select custom object in contact based workflow.

 

Anyway, thank you for fast response!

Best,

Fabian 

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2 Replies 2
Fabian93
Solution
Participant

Creation of Custom Objects

SOLVE

Hi Karsten, Thanks for your quick reply. I already find my mistake. I have not created a association between contact and custom object records, so I was not able to choose the custom object in the workflow area. As soon as I have created the association, I'm now able to select custom object in contact based workflow.

 

Anyway, thank you for fast response!

Best,

Fabian 

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Creation of Custom Objects

SOLVE

Hello @Fabian93,

 

I have a custom object "Agency" and from a contact-based workflow I'm able to create an Agency record just fine:

 

karstenkoehler_0-1716536225501.png

 

Have you followed these steps when setting up your custom object? https://knowledge.hubspot.com/object-settings/create-custom-objects

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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