HubSpot Ideas

cathalhopper

Create and associate standard object from custom object record and vice versa

It would be great to have the ability to create and associate a custom object with a standard object in the creation screen.

 

Right now custom objects and standard objects can be associated together when defining a custom object - and if both objects are created separately we can associate them together.

 

But if you are looking to create a new deal or contact record, via a custom object (or vice versa) this is not possible. Instead you need to navigate to deals > create the deal > and then associate it to the custom object separately.

By comparison if you are creating a deal via a contact record, you can associate it to the contact/company object while creating it.

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6件のコメント
Henrik_TeQflo
メンバー | Platinum Partner

Yes! Requested by Enterprise customer. 

KRosenstengel
メンバー

Our company is going to have a big issue with this in regards to how our system works and how our employees work. We need to be able to create new contacts / deals / tickets (any object) straight from our custom objects. Without this we are needing to create all contacts, then the deals or tickets, and then go into each one of those to associate an custom object. It significantly increases the chance for errors and missed associations that are necessary for us to handle our job correctly.

KimRogers
参加者 | Platinum Partner

would love to have this as a feature as it would help with our event tracking. 

dvel
参加者

This would be very helpful, just found out today this doesn't already exist.

Damotech
参加者

Yes, same here. This is a must for custom Objects. Also need the ability to associate objects together in workflows.

 

Thanks.

mneo
HubSpot Employee

Posting on behalf of a customer: 

It would be very helpful if we could create and associate new standard objects directly from custom objects. Currently this is possible on any standard objects, and it would make sense to be supported for custom objects as well.