Post

2 followers Follow
0
Avatar

Automatically Adding Custom Objects

Shayne Hillier

is there a way to automate the creation of a custom object? For instance, when the status a of contact changes, I'd like to be able to create a new object.

Thanks

Please sign in to leave a comment.

4 comments

0
Avatar

What are you trying to do? You would have a ton of custom objects if you create one on a change. 

Are you trying to set settings on a custom object that is related to the customer? 

Options EDU 0 votes
0
Avatar

Hey Jeff,

I'm trying to create a "deals" object whenever a "contact" achieves a certain status.  Essentially creating a new project for a contact.  

After doing a little research, this doesn't seem possible unless done through the api. 

Shayne Hillier 0 votes
0
Avatar

If you just have 1 deal per person. You could setup a custom object called deals, with a 1 to 1 relationship to the customer. Whenever you get a new customer set that custom object to the customer. 

https://www.screencast.com/t/Cdc55odv

 

Once you do that in any campaign you can set the fields normally. 

 

Edit: Then again if it is a 1 to 1. You could just create fields on the customer itself. So I am guessing you are doing more than 1 deal. 

Good luck!

Options EDU 0 votes
0
Avatar

right.. that's exactly how i have it setup.  I have the custom object "deals" with a one to one relationship. My issue is automatically creating a new deal when a customer's status is changed.

Shayne Hillier 0 votes