Custom Etities with in Hubspot CRM

bacongroup
Member

Is there a way to create a custom entity with the ability to associate it with a 'Company' or 'Contact' within Hubspot CRM?

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8 Replies 8
roisinkirby
HubSpot Product Team

Hey there! Could you clarify exactly what you mean by custom entitiy? It is possible to create custom properties, as outlined in this Knowledge Base article: How do I create a property in the CRM. Let me know if thise helps and/or dwer your question, happy to help 🙂

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bacongroup
Member

At the moment the system has companies and contacts. I want to be able to create a new entity called 'buildings' with its own data such as name, address, type etc and then associate that with a company and a contact.

Snaedis
HubSpot Product Team

It's currently not possible to do what you're describing. Depending on the use case, you may find Deals to be helpful, or using the Companies tool to track something a little different, like buildings. You can then create custom company properties like roisinkirby said, using the directions in the link she provided. 

If you're not sure how to proceed, please detail a specific example to get the most concrete suggestions. 

Snaedis Valsdottir
Associate Product Manager, CMS Publishing
patrickdorival
Member

Hi Snaedis

 

Is this still the case or has something been done in this regard?

We are currently looking to move from Dynamics CRM over to Hubspot and this is basically the only roadblock to doing that as we need to have a very separate entity that is related to Contacts and Deals

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Snaedis
HubSpot Product Team

Hi Patrick,

 

Yes, it's still the case that you cannot create custom entities/object in HubSpot, though there have been some changes since my original reply in 2016 (notably there are now Tickets, which can be associated in similar ways to Deals).

 

Can you tell me a bit more about what you're trying to achieve? 

Snaedis Valsdottir
Associate Product Manager, CMS Publishing
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brevigld
Participant

Hello Snaedis, 

I have the same question: most of the customers are dealing with assets, and I would like to assign an asset to a company and/or a contact. I am happy to build such thing, if this is possible in Hubspot. This will allow a contact/company to be allocated an asset, and the same for the asset itself. 

 

Looking forward to your feedback, 

David.

0 Upvotes
Snaedis
HubSpot Product Team

Hi David,

 

Currently, most customers in similar situations will use Tickets or Deals  to represent other things, even content assets (which it sounds like you're describing). That said, I'm interested in learning more about your use case and what you're needing to do - I'll send you a direct message to discuss further. 

 

- Snaedis

Snaedis Valsdottir
Associate Product Manager, CMS Publishing
0 Upvotes
Pura_Vida_2021
Member

Hi Snaedis,

 

Has there been any update on this topic? We are in a similar situation and would like to create two custom entities called Registrations and Examinations. These entities will have a 1-to-many relationship with Contacts. Example: A contact could register for many events and have examinations associated with each event attended. I've used Dynamics CRM in the past and we could create custom entities if the out of the box solution did not meet the requirements. Not having this feature is particularly challenging as we would like to use Deals and Tickets for other purposes. Happy to provide more information if required.

 

Pura Vida

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