Great minds think alike

Spitfire33 · ‎Feb 10, 2022

It would save our team time and mistakes if the "Create deal" form allowed us to associate deals with our custom objects, alongside the standard company and contact objects shown below.

bille1986 · ‎Nov 24, 2021

We are working to make hubspot a good system for our marketing events, and the custom object really come in handy here. We have made a custom object called "Events" and associate the contacts, companies and deals related to our different events. This works in small scale because we have to do all association to custom objects manually, but we need the ability to associate custom objects via workflows to make it scalable and truly smart. Lets give custom objects the credit it deserves by making it scalable.

ManuelI · ‎May 4, 2022

It is possible to set one-to-many associations between standard objects (as described here), however that does not extend to custom objects. Currently it is only possible to create many-to-many relationships, which significantly reduces the usability and functionality of custom objects. As an example, we have added a custom object called Partner Agreements. We would like to associate that object to one company we share the agreement with, but a company should only be allowed to have one of these associations.

danmoyle · ‎May 2, 2022

We use Custom Objects for interacting with our Contacts. Which means we email from those Custom Objects. Unfortunately, we can't use Templates unless we're in Company, Deal or Contact records. I'd love to see us have access to Templates in Custom Objects. Thanks!

JBrake · ‎Apr 19, 2023

It would be great to be able to use GraphQL to load dynamic content in email templates. For example, I have an Email that has be triggered by a deal in a workflow. In that deal is a custom object, lets say an Event. I would like the details of said event to appear on the email loaded via the triggering deal, and the Event ID in the deal and not by association. {% set event = data_query.data.CRM.Event($id= personalization_token('deal.event_id', '0') ) %} or, In an e-commerce email triggered by a deal, a list of related products based on filters created by line items in the deal. AKA "You may also like" or "Other customers also bought". {% set relatedProducts = data_query.data.CRM.ProductListFilter( filter: {product_category__in: ["pet food","flea treatment"]) %} Regards, Jonathan

THammer · ‎Dec 8, 2022

Hi! I would love to be able to associate a custom timeline event to a custom object, but this is currently not possible. Is this a feature that is planned for release at any point? 🙂

HBruce · ‎Feb 20, 2023

Currently we are not able to run reports looking at Activities within Custom Objects. It automatically defaults to Contacts and pulls the activity from the Contact record, not your Custom Object. We use a few Custom Objects and I am trying to pull a report to show the Notes Body of the notes within our Events records. The more reporting we can do, the better! Please help.

JeffBantz · ‎Jul 30, 2021

We would like to utilize workflows to make updates to our Custom Objects. Unfortunately, these are not exposed as available to be used as Workflow triggers. It would be a tremendous help to have that available.

JoeMayall · ‎Dec 3, 2020

In our company, we use custom object like this: Contact > personal information Company > company information Custom object > store information (each company has stores) We do emails and phone calls to stores, so we want to be able to log those activities in custom objects. When we log an activity (such as email or phone call), we want it to pass between related contacts, companies, and custom objects.

rmitchell1 · ‎May 23, 2022

We would like to be able to add more than 10 association labels per object. Currently each object allows 10 associations per connected object. While 10 is a good start, we are frequently stuck with generalizing associations labels, opposed to having more detailed and meaningful association labels. For example, as an insurance consultancy and manager, we often have to use multiple associations in order to thoroughly understand an account. Let's assume an employee benefit deal in the U.S., which commonly includes the following company-to-deal association labels: health dental vision life short-term disability long-term disability critical illness Each of these items could be a general association label. However, there is potentially more than just a single association for each of these items. With respect to health benefits (#1), we might need to associate the following company-to-deal association labels: Specific stop-loss carrier Aggregate stop-loss carrier Third-party administrator Medical Network Prescription Benefit Manager Telehealth provider Underwriter FSA administrator HSA administrator HRA administrator Insurance broker Payroll provider Accounting firm Law firm For that same deal, we may use the following contact-to-deal association labels: Center of Influence Accountant (external) Legal Counsel (external) Account Manager Account Executive Customer Service Representative Payroll Contact (Internal) Accounting Contact (Internal) We could add 50+ different association labels for contact-to-deal and maybe more for the company-to-deal association labels.

Great minds think alike

Ability to associate deal with custom objects in the "Create deal" form

Associate custom object to other objects via workflows

Possibility of 1:1 or 1:M associations between all objects, including custom objects

Including email Templates in Custom Objects

Dynamic Filtering using GraphQL in programmatic emails

Associating custom timeline events to custom objects

Allow Activity Reporting for Custom Objects

Custom Object Workflow Trigger

Pass activity between related custom objects and contacts & companies

Ability to add more than 10 association labels per object

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