Track anything beyond companies, people, and deals. Custom objects let you define new record types — projects, contracts, locations, whatever your team needs — with their own fields, lists, and relationships.
Available on Starter and Growth plans.
ℹ️ Object limits: Starter workspaces will be limited to 2 custom objects; Growth workspaces to 10. Need more? Contact support.
Getting started
The fastest way to create a custom object is to ask Rep. Open Rep from the sidebar and describe what you want to track - see the example below:
"Create a custom object called Project for tracking client engagements with fields for status, start date, budget, and the assigned company."
Rep creates the object, configures your fields, and writes an AI description — all in one step. Keep refining from there: "Add a multi-select field for tags" or "Link projects to deals."
Create one manually:
Go to Settings > Objects
Click Create object in the top right
Enter a singular name (e.g., "Project") — the plural form auto-fills, but you can edit it
Click Create
You'll land on the object's settings page to add fields, a description, and relationships.
Any workspace member can create and manage custom objects.
How it works
Setting up your object
After creating a custom object, the settings page has three sections:
Object details — Click Edit to update the name, plural form, and description. Write a specific description — Clarify's AI uses it to understand what the object represents and how to work with its records. "Active client engagements with delivery milestones" is more useful than "projects."
Fields — Your object starts with system fields (ID, created/updated timestamps). Click Add field to build your data model. Available field types:
Type | What it stores |
Text | Short text values |
Number | Numeric values |
Currency | Money amounts with currency formatting |
Multiline text | Longer text with formatting |
Date | Date values |
Single select | One option from a predefined list |
Multi select | Multiple options from a predefined list |
Location | Geographic locations |
Checkbox | True/false values |
Relationship | A link to records of another object type |
System fields (name, ID) can't be edited or removed. Custom fields can be clicked to edit or archive.
⚠️ Danger zone — Permanently deletes the object, all its records, and any relationship fields on linked records. This can't be undone.
Adding fields
Add fields in two ways:
With Rep — Describe what you need: "Add a currency field called Budget and a date field called Deadline to Projects." Rep handles the details.
Manually:
From your object's settings page, click Add field
Choose a field type
Name the field and configure any options (e.g., select options for single/multi select fields, or which object to link for relationships)
Save
To change a field type, archive the existing field and add a new one.
Creating records
Once your object is set up, create records four ways:
Ask Rep — "Create a new project called Website Redesign linked to Acme Corp"
Global create menu — Click the + button in the top navigation and select your custom object type
List view — Navigate to your custom object in the sidebar and create records directly
CSV import — Import records in bulk the same way you import companies, people, or deals
When creating a record, you'll see fields for all the custom fields you've defined, including relationship fields that link to other records.
Navigating your objects
Custom objects appear in the Objects section of the left sidebar, alongside companies, people, and deals. Each custom object gets its own list view where you can browse, filter, sort, and export records. Custom object records are also included in global search.
Connecting records with relationships
Add a Relationship field to link your custom object to other record types. A "Project" object could link to companies; a "Contract" could link to both companies and deals.
Relationships work in both directions — link a project to a company and that company's record will show the connected project.
API
Custom objects are accessible via the standard record API. Use the object's slug as the resource identifier — the format is c_<custom_object> (e.g., c_project for a "Project" object).
Zapier
Custom objects work as record types in Zapier triggers and actions. Use them in New Record Created triggers or Create Record actions just like companies, people, and deals. Label-based actions (like Add Label to Record) are available if your custom object has a Label field configured.
Limitations
Reporting — Custom objects are not included in Reports or Dashboards. Reports are currently hardcoded to built-in object types.
Campaigns — Custom object records can't be used as recipients or data sources in Campaigns.
Downgrade to Free — If you downgrade to the Free plan, you can't create new custom objects, but existing objects and their data remain accessible.
Tips
Let Rep do the setup — describing your object in plain language is faster than configuring fields one by one, and Rep writes a solid AI description automatically.
Use relationship fields to connect your custom object to companies, people, or deals. A custom object that links to existing data becomes part of your full CRM picture.
Rename anytime from Settings > Objects > [your object] > Edit without losing any data.