Create custom object records

Once you've defined a custom object, either in your HubSpot settings or via API, you can create new custom object records. Custom object records can be created manually from the object index page, or through other HubSpot tools.

Learn more about best practices for creating and using custom objects in your HubSpot account.

To manually create a custom object record:

Please note: accounts that have the Business Units Add-on can create custom object records for a specific business unit by selecting it in the main navigation, then, continuing the following process.

• In your HubSpot account, navigate to CRM, then select the custom object.
• Click Create [custom object] in the upper right.
• In the right panel, enter property values and select records to associate with your new record. Learn how to customize the properties and associations that appear when manually creating a record.

• Once you're done, click Create [custom object], or to create another record, click Create and add another.

Once you create a custom object record, you can access the record to log and retrieve information. You can associate custom object records to other objects, such as companies or deals, and organize your records in pipelines. You can also customize the properties that appear in your custom object records' sidebars, association cards, and board cards.

There are additional ways to create custom object records in HubSpot:

• If you're moving from another CRM or have data in a spreadsheet, you can import records into HubSpot.
• You can sync custom object records from Salesforce. Learn how to set up and use the Salesforce custom object sync.
• If a visitor submits a HubSpot form with a unique value for the custom object's primary display property, a custom object record will be created in HubSpot automatically.
• You can create records via the Create record action in a workflow. To create custom object records in workflows, the custom object must have a defined relationship with the workflow's object. For example, if a custom object record hasn't been associated with a contact, you can't create custom object records in contact-based workflows.

If you've created duplicate custom object records, learn how to merge them.