HubSpot Ideas

danmoyle

The ability to create custom object record in workflow

With HubSpot workflows, it's easy to "create record" and choose standard objects. It would be great if we could choose our custom objects there, too. Thanks! 

 

3 Replies
SteveHTM
Top Contributor | Partner

And adding to this idea - wouldn't it be create to be able to add an association label to the record creation step! The limitation is a significant hole in the functionality.

dtavenues
Contributor

Unless I'm misunderstanding your question, this is currently possible and we make use of the functionality:

In a wrokflow choose "Create Record" Step, and use the "Type of Record to create" drop-down to. choose a Custom Object.

dtavenues_0-1682957010448.png

 

SteveHTM
Top Contributor | Partner

Yes - the excellent integration of custom objects is again illustrated here. But the lack of adding association label options is headscratching!