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Objects allow you to create entirely new record types in the HoopAI Platform — beyond the built-in Contacts, Opportunities, and Companies. Use custom objects to model any type of data that matters to your business, such as projects, properties, vehicles, subscriptions, or service tickets.

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Accessing objects

Go to Settings in the left sidebar, then select Objects.

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What are objects?

Think of objects as custom tables in your CRM. Each object has:
  • A name (e.g. “Project”, “Property”, “Service Ticket”)
  • Fields that define what data is stored (similar to custom fields on contacts)
  • Relationships to other objects like contacts or opportunities
For example, a home services business might create a “Property” object with fields for address, square footage, roof type, and last service date — and link each property to the contact who owns it.

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Creating a custom object

1

Open objects settings

Go to Settings → Objects.
2

Click create object

Click Create Object and give it a singular name (e.g. “Project”) and plural name (e.g. “Projects”).
3

Add fields

Define the fields for your object. Choose from the same field types available for custom fields: text, number, date, dropdown, multi-select, and more.
4

Set relationships

Define how this object relates to contacts, opportunities, or other objects. For example, a “Project” object may belong to one or many contacts.
5

Save and use

Save the object. Records can now be created from the relevant section in the platform.

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Viewing and managing object records

Once created, your custom object appears in the left navigation. Click it to view, create, edit, and delete individual records — similar to how you manage contacts.

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Using objects in automations

Custom object records can trigger workflows and be used as automation conditions. For example:
  • When a “Service Ticket” object is created → send an SMS to the assigned technician
  • When a “Project” object’s status changes to “Complete” → send a satisfaction survey
Last modified on March 4, 2026