Custom data objects let you model things specific to your business that are not contacts, companies, or deals. They are a full-featured sibling to the CRM, with custom fields, pipelines, and workflow triggers.

When to use a custom data object

If you find yourself bending the CRM to fit your data, abusing the notes field, creating contacts that are not really people, a custom data object is usually the right move.

• Leads (if you want them separate from contacts)
• Projects, Cases, Applications, Tickets
• Properties, Inventory, Reservations
• Invoices, Orders, Shipments
• Anything with a lifecycle and a set of fields

What you get

• A typed schema, add fields with the same types as CRM fields.
• A list view, view, search, filter, and paginate records.
• A Kanban pipeline, optionally add stages and drag records between them.
• Triggers, run workflows when a record changes.
• Integration with the AI Agent, the agent can read and update these records using the Query CRM ability.

Data objects live in Settings → Data. See the next article to create your first one.

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