new
Forms π
Surveys π
Quizzes π€
π Native Form Support for Custom Object & Company Object Fields
Weβve taken a major step forward in making your CRM truly dynamic! You can now natively capture Custom Object and Company Object data directly within Forms, Surveys, and Quizzes β no workarounds, no manual linking. This release bridges your CRM and data collection tools for a fully connected experience.

π Whatβs New
Native Integration:
Add fields from Custom Objects and the Company Object directly inside Forms, Surveys, or Quizzes.Association Setup:
Choose how each object connects to a contact β one-to-one, one-to-many, or many-to-many.Primary Field Handling:
System automatically identifies and protects required fields (e.g., Company Name, Car Number Plate) to ensure proper data creation.In-Builder Editing:
Configure associations or update object settings right from the builder β no need to leave the form editor!Automatic Sync:
Submissions instantly update both contact records and linked object records, keeping your CRM data clean and in sync.β¨ Key Highlights
π’ Company Object Fields: Add Company fields (like Name, Email, Address) directly in your forms to collect business-level data.
βοΈ Custom Object Fields: Use object-specific fields (e.g., Car Model, Pet Breed, Property Location) to capture industry-specific data.
π Association Controls: Define or edit associations like Car Owner within the builder using the βEdit Associationβ option.
π§© Dynamic Linking: Submissions automatically associate related contacts and object records β for example, linking a contact to a Car object as its owner.
π‘οΈ Primary Field Safeguard: If a primary field is removed, the system prompts you to keep or clear object fields to prevent data breaks.
π§ How It Works
- Open any Form, Survey, or Quiz Builder.
- From the Quick Add menu, select your desired object β Contact, Opportunity, Company, or a Custom Object (like Car).
- Add object fields and configure their association with the contact.
- Define relationships (e.g., Many-to-Many for Cars, One-to-One for Company).
- Save and publish β submissions now create or update linked object records automatically!
πΈ Example:
- Add Company Object fields like Company Name, Email, and Address to collect organization details alongside contact info.
- Add Custom Object fields like Car Model and Car Number Plate to track assets per contact.
- Associations appear directly inside both the Contact and Object records in the CRM.
π§ Extended Object Usage
- Custom Objects can be used either standalone (to collect independent data records) or linked to Contacts via associations.
- Company Object fields can also be used with Contacts or standalone, but cannot be combined with Custom Objects within the same form, survey, or quiz.
- Scenarios that mix Company Object, Opportunity and Custom Object fields in one builder are not supported at this time.