How to Create Custom Objects in HubSpot - CRM Customization

Track relationships, associations, and processes with HubSpot custom objects. In this video, we’ll go through all the steps to creating custom objects and utilizing them within your HubSpot portal.

In this video you'll learn about:
- What custom objects are in HubSpot?
- Examples and use cases of custom objects in HubSpot
- Primary and secondary display properties for HubSpot custom objects and how they are used in the platform
- How to create, use and manage custom objects in HubSpot
- How to set up different association labels for custom objects in HubSpot
- How to setup associations

00:00 Introduction
01:36 Example of Custom Objects in HubSpot
03:22 Creating Custom Object in your HubSpot Portal
04:23 Primary Display Property for HubSpot Custom Objects
09:04 Creating Properties for your Custom Object
11:44 Enabling Associations for your Custom Object
13:32 Adding Association Labels for Associated Objects
16:10 Creating a Custom Object within the HubSpot View
17:27 Adding a Pipeline and Stages for your Custom Object
18:50 Adding Properties to Cards on the Custom Object Pipeline View
20:08 Using Custom Objects in HubSpot Lists
21:12 Using Custom Objects in HubSpot Workflows
23:19 Wrap Up
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💬QUESTIONS OR FEEDBACK?
Have a topic idea or a question that needs answered? Drop a comment on the video!

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DISCLAIMER:
This channel and content are independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

The content, information, data and contact and company details shared in this video are fake and for demo purposes only. No public personal information has been shared as a result of this video.

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