Setting up Custom Objects is now easier with Custom Object Templates: pre-built, industry-specific configurations you can apply in one click. Each template comes with ready-to-use custom objects, fields (organized into folders), and associations - so you can skip the setup and start operating.
What's New
Following pre-built industry specific templates are available :
Real Estate : Properties and Transaction
Insurance : Policies and Claims
Automotive : Vehicles and Service Orders
SaaS : Subscriptions and Billing
Events : Events and Tickets
Pets : Pets and Pet Care
Home Services : Service Jobs and Projects
Each template includes:
Pre-configured Custom Objects with industry-relevant fields
Fields grouped into folders for cleaner navigation
Associations that connect records to the right contacts and companies
For Admin:
Custom Object templates are part of the existing Template Library, so the controls work the same way you already know. From Template Library → Settings, you can:
Hide or show Custom Object templates per your account
Hide entire categories globally to keep the experience focused on your niche
How to Use
Go to Settings → Objects
Add Custom Object → Use a template
Pick a template → preview it → click Import objects to apply.
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