Custom Objects allow you to structure your data in a way that reflects how your business actually operates. This guide explains what Custom Objects are, when to use them, and how to decide if they are the right fit for your needs.

Custom Objects help you organize and manage data that does not fit into standard records like contacts, companies, or deals. By creating your own structured records, you can track unique business entities, improve automation, and maintain a clean, scalable system.

TABLE OF CONTENTS

What Are Custom Objects?


Custom Objects are flexible data structures that allow you to create and manage records for anything your business tracks beyond standard entities.


They can represent items such as:

  • Properties

  • Pets

  • Projects

  • Subscriptions

  • Policies


Each Custom Object includes:

  • Its own records and fields

  • Relationships with other records

  • Compatibility with automation and reporting tools

Why Use Custom Objects?


Custom Objects help you move beyond a basic system and build a structured environment that mirrors real-world operations.


Key advantages include:

  • Better Organization: Keep unrelated data out of core records

  • Scalability: Manage large datasets without clutter

  • Accurate Automation: Build cleaner workflows with structured data

  • Advanced Relationships: Link multiple records together easily

When Should You Use Custom Objects?


Custom Objects are most useful when your business needs to track structured data that is not tied directly to a person or company.


You should use them when:

  • You are tracking assets, listings, or items

  • You need repeatable and structured records

  • You require relationships between multiple data types


Examples:

  • Properties linked to buyers and agents

  • Pets linked to owners

  • Projects linked to clients

When to Use Standard Records Instead


Custom Objects are powerful, but they are not always necessary.


Avoid using them when:

  • A standard record already meets your needs

  • You need built-in communication tools like email or campaigns

  • You are duplicating existing data structures


In these cases, it is better to use segmentation tools or filters instead.

Common Examples


Good Use Cases

  • Real Estate: Track properties with pricing, status, and location

  • Veterinary Clinics: Store pet records with medical details

  • Project Management: Track projects linked to clients


Not Recommended

  • Event Attendees: Standard records work better for communication

  • Internal Notes: Use notes or tasks instead of creating objects

How to Create a Custom Object



This screen shows where to access object management and create a new custom object.

Click on Objects in settings and then select Add Custom Object.



This screen displays the setup form for creating a custom object.

Enter the object name, define the primary field, choose the field type, and click Create Custom Object.

What’s Next?


After creating a Custom Object, you can:

  • Add custom fields

  • Define relationships between records

  • Build workflows and automations

  • Create forms to collect data

  • Use dashboards for reporting

Frequently Asked Questions


Q: What is the main purpose of Custom Objects?

Custom Objects help you track structured data that does not belong to standard records.


Q: Can Custom Objects be linked to other records?

Yes, they can be connected to multiple types of records to build relationships.


Q: Should I always use Custom Objects for new data?

No, only use them when standard records cannot handle your use case effectively.


Q: Do Custom Objects support automation?

Yes, they can be used in workflows, forms, and reporting.

Need Help?


If you need assistance setting up Custom Objects or deciding the right structure for your data, reach out to support or your system administrator for guidance.