Allow Lead Creation FROM Custom Object Record

Camille-Balhorn

HubSpot recently released the ability to ASSOCIATE Leads and Custom Objects. I want to extend this functionality, so that we can CREATE Leads from Custom Object records. 

I spoke with HubSpot Support about this, and the main obstacle is that the Lead must be associated with a Contact or Company, not just the custom object. My proposal for this is that the Create Lead form would include a required association to either a Contact or Company record. We see this object association option in other object creation forms. 

2件のコメント
Reolfi
メンバー

Yes, please!!! 

kmstorck
メンバー

Yes - it doesn't even make sense to have the ability to create the Lead within the Custom Object as it stands, as it just errors completely.