Hi, I have a custom object and I want some of the records in Company to be integrated to this custom object. Aside from the properties, I also want the Notes, Emails, Call logs etc to be imported as well from Company object to my custom object. Is it possible? Newbie here. Thank you.

Hello @Louraine, If you need to sync specific properties from the associated Company Record to the Custom Object you could set up a workflow to copy which every property to the Custom Object and have re-enrollment triggered by that field being known (which HubSpot also counts as an update to that field). With that re-enrollment trigger it would help keep this property up to date on the Custom Object. Note unless you add association labels to the where to copy section it will be syncing to All of the associated Custom Objects in this case. [GreyHamilton_5-1676414475287.png] You can associate multiple Company records to the custom objects. Here is an example of a Custom Object - Project with two Companies associated to it. You can also alter what properties are displayed in this table if you need specific properties shown with the gear icon. [image] From the Custom Object you can add associations to the Record from the cards on the right-hand side. [GreyHamilton_2-1676413095409.png] Unfortunately I don’t believe there is a way to automatically sync the notes/calls/email in the standard HubSpot automations, but you can manually add them from the activity’s association options. [GreyHamilton_3-1676413277612.png] One helpful option is if you are creating a Custom Object based on some criteria with a Company you can have a workflow action to Create the Custom Object Record and through that you can have it add the activity timeline so at least you could grab the historical activities. [GreyHamilton_4-1676414244992.png] Hope this helps steer you in the right direction! - Grey

Hi @Louraine, 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 advice: Hi @ClaraDelabrosse, @johnelmer, @StjepanGrcic, do you have any tips for @Louraine? Thank you! Cheers Mia, Community Team

Hey @MiaSrebrnjak Thanks for tagging me. @GreyHamilton our SME at Bayard Bradford for this type of issue, so feel free to tag both of us in the future.

Got it, thanks for letting me know @johnelmer! :slightly_smiling_face:

Integrate CRM objects with Custom Objects

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MiaSrebrnjak February 20, 2023, 10:01am 4

Got it, thanks for letting me know @johnelmer!

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Integrate CRM objects with Custom Objects

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