new

Forms πŸ“

Surveys πŸ“‹

Quizzes πŸ€”

πŸ“ Native Form Support for Custom Object & Company Object Fields

We’ve 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.
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🌟 What’s 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.
✨ Key Highlights
🏒 Company Object Fields: Add Company fields (like Name, Email, Address) directly in your forms to collect business-level data.
βš™οΈ Custom Object Fields: Use object-specific fields (e.g., Car Model, Pet Breed, Property Location) to capture industry-specific data.
πŸ”— Association Controls: Define or edit associations like Car Owner within the builder using the β€œEdit Association” option.
🧩 Dynamic Linking: Submissions automatically associate related contacts and object records β€” for example, linking a contact to a Car object as its owner.
πŸ›‘οΈ Primary Field Safeguard: If a primary field is removed, the system prompts you to keep or clear object fields to prevent data breaks.
🧠 How It Works
  1. Open any Form, Survey, or Quiz Builder.
  2. From the Quick Add menu, select your desired object β€” Contact, Opportunity, Company, or a Custom Object (like Car).
  3. Add object fields and configure their association with the contact.
  4. Define relationships (e.g., Many-to-Many for Cars, One-to-One for Company).
  5. Save and publish β€” submissions now create or update linked object records automatically!
πŸ“Έ 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.
🧠 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.