Use Custom Objects in Forms, Campaigns, and Bulk Workflows

What’s New

Custom objects can do more than store business-specific information. You can now collect their fields through forms and use their records in manual automations and marketing workflows.

Why It Matters

Teams tracking properties, memberships, vehicles, or other custom records can connect that data to follow-up without rebuilding it as a contact or company.

What’s Included

• String List fields with defined options rather than unrestricted text.
• Custom-object fields in Forms, labeled by their source object.
• Bulk manual automation actions, including owner assignment and record creation or updates.
• Start-a-campaign actions that enroll contacts associated with a custom record.
• Uploaded form files appear in Conversations, with images displayed inline.

How to Use It

1. Add a String List field in your custom object’s field settings.
2. Select fields from the relevant custom-object section in the Forms builder.
3. Filter and select custom records, then choose a bulk action or manual automation.

Good to Know

These actions also work with existing custom objects. Forms label the source object, but identical field names across different objects still have a documented disambiguation limitation.