CRM

Hi, we link custom objects to contacts. A contact can have of be linked to multiple of these custom objects. Our users asked, if it was possible to have some kind of template or clone of this custom object with pre-filled data in certain fields so ...

We have a Custom Object called "Sites". A Site object is basically identical to a Company, but a Site belongs to the Company (related to the Company). A Company can have many Sites, a Site can only belong to one Company. The Site view layout is i...

Hi all, I have a scenario wherein I'll be making a custom object to track expenses of my meals. Assuming each custom object is a singular day, I would like to have a structure as such: Breakfast Pancakes $5 Coffee $1 Lunch No...

Hi, How do i import data to custom objects via API? I see in Companies there's are create/update APIs but can't find it for custom objects. Feature I want: Import data from extarnal software, create all new ones, and update exiting ...

Hi! We have a goal to create a List, where we filter by Contacts that have NO connection to Custom objects. Is that possible? Currently we can only filter by 'including' connection between Contact and Custom objects. Thanks in advance.

Hi everyone, In the deals view, it's super easy to sort by deal owner by selecting a HubSpot user (see below).  Any ideas on how we could do this in the Custom Object view? When creating a custom object, the only property types available for ...

Hi all, We are an Education provider and we have just started configuring HubSpot. We sell our courses online and we are trying to decide whether it's better to configure our courses as Products or as Custom Obejcts. I'd be really keen to ...

I'm struggling to understand when to use a Custom Object Pipeline vs a deal pipeline. In general, I understand that deals tend to signed contracts with monetary value, but what about something like signing a new partner? We have our partners as a ...

So we have custom objects we created on HubSpot which we want to display to the user on a customer portal. For example a course certificate exam name the user wrote and a total price of the exam the user wrote is some of the examples we want to dis...

Hi everyone, In addition to selling software applications, my company has a consulting division where they manage several consulting projects. We've been using a deal pipeline as a project management pipeline. I've been playing in our sandbox w...

I have a custom object built out with Contacts associated to each "object." There are no personalized tokens for customized objects when I try to email the associated contact in a 1-1 email. I know this option is available in automated marketing ema...

I have a custom object built out with Contacts associated to each "object." When I select the email button, it doesn't auto populate the associated contact's email address. I have to type it in. Is there a way to fix this?