Custom Objects

Custom Object Associations allow you to connect records across different data types, helping you track relationships, organize information, and build more...

Custom Objects allow you to structure your data in a way that reflects how your business actually operates.

Create and manage Custom Objects to model data beyond Contacts and Opportunities, like Properties, Pets, Cases, or Vehicles.

Custom object records allow you to store and manage structured data tailored to your business needs.

Custom Object access is now available across more plans, allowing you to use pre-built objects while maintaining controlled access to advanced features.

This article explains how to bulk import Companies and Custom Object records using a CSV file.

Advanced Filters allow you to quickly narrow down and locate specific records within your custom objects.

Custom Object List View provides a clean, table-based layout that helps you organize, scan, and manage your records more efficiently.

CRM • Bulk Actions • Data ManagementBulk Delete and Restore Records for Custom Objects, Companies, and TasksBulk delete lets you remove multiple Custom Object,...

You can trigger automations in bulk for Company and Custom Object records, directly from their list views.

Bulk Email • Companies • Custom ObjectsSend Bulk Email to Associated ContactsSend bulk emails directly from selected Company or Custom Object records without...

Manage appointments directly from Custom Object and Company records.