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HubSpot custom objects let you organize records that do not fit standard objects such as Deals, Companies, or Contacts. After you enable a custom object in Triple Session, AI Coach can link calls to its records and use it across CRM browsing, field mappings, manual updates, automatic notes or meetings, and Automations.
Custom object support is available for selected HubSpot accounts. Contact your Triple Session account manager or support@triplesession.com if you do not see Custom HubSpot objects in CRM settings.

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Prerequisites

Before you configure custom objects, make sure you have:
  • A HubSpot Enterprise subscription that supports custom objects.
  • At least one custom object already created in HubSpot.
  • HubSpot associations between that custom object and Contacts. You can also use associations with Deals and Companies as optional matching paths.
  • Triple Session company admin access.
  • An active HubSpot CRM connection.
  • The three custom object scopes listed below on the HubSpot private app used by Triple Session.

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Add the required HubSpot permissions

Add these scopes to your HubSpot private app:
All three scopes are required for the complete custom object workflow. Missing custom object scopes do not stop standard HubSpot features, but custom objects may be unavailable for discovery, search, mapping, or updates.
1

Open the Triple Session private app in HubSpot

In HubSpot, go to Settings > Integrations > Legacy Apps. Open the private app used by Triple Session.
2

Add the custom object scopes

Open the app’s Scopes section and add the three scopes exactly as listed above. Save the app.
3

Refresh the catalog in Triple Session

In Triple Session, go to Settings > CRM > Settings. In Custom HubSpot objects, click Refresh from HubSpot.
If your HubSpot connection uses OAuth instead of a private app, use Update access in CRM settings to approve the custom object permissions, then refresh the catalog.

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Enable a custom object and automatic linking

Enabling an object makes it available in AI Coach. Automatic linking is a separate setting, so you can enable an object for search and manual updates without linking it to every future call.
1

Enable the custom object

In Settings > CRM > Settings, find Custom HubSpot objects. Click Refresh from HubSpot if the object is not listed, then turn on Use in AI Coach for each object you want to use.
2

Select it for automatic call linking

Turn on Automatically link calls to CRM objects and select the custom object under Objects.
CRM settings with Deal, Company, and a Customer custom object selected for automatic call linking
3

Choose how AI Coach finds matching records

Return to the custom object in Custom HubSpot objects and choose its association paths:
  • Contact → Custom object is always active. AI Coach checks custom records associated with contacts on the call.
  • Deal → Custom object also checks custom records associated with deals found for the call.
  • Company → Custom object also checks custom records associated with companies found for the call.
Custom HubSpot object enabled in AI Coach with Contact, Deal, and Company matching paths selected
The Deal and Company options only use existing HubSpot associations. AI Coach does not use fuzzy or AI-based matching for custom objects, and it does not recursively search through unrelated CRM records.
Changes to automatic linking apply to calls processed after you save the setting. Existing call associations stay unchanged.

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What you can do with enabled custom objects

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Browse records and linked call activity

Each enabled custom object appears in the AI Coach CRM navigation using its HubSpot label. The default list shows records already linked to Triple Session calls. Use search to find live HubSpot records, including records that do not have linked calls yet. A custom object’s detail page shows its primary display property, mapped properties, a link to HubSpot, and linked call activity. The page is read-only; use Autofill or an Automation to update CRM properties.

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Map and update custom object properties

Open Settings > CRM > Mappings to create a scorecard mapping. Select the enabled custom object, then map Triple Session fields to writable HubSpot properties. See Map Fields for the mapping workflow. From a call report, Update CRM searches across standard and enabled custom objects. When you select and update a custom record, Triple Session also links that exact record to the call. Repeating the update reuses the association instead of creating a duplicate.
Updating a mapped property can overwrite its current HubSpot value. Map only properties that Triple Session should control.

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Push notes or meetings to custom objects

An enabled custom object can receive the same call summary or Deal Insights content as a standard HubSpot object. The call must already be linked to the exact custom record, either through automatic linking or manual Autofill. To configure automatic pushes:
1

Turn on automatic note push

In Settings > CRM > Settings, turn on Automatically push notes to CRM.
2

Choose the content and targets

Select Summary, Deal Insights, or Summary + Deal Insights, then select the custom object under Objects.
3

Choose the routing behavior

Select Send to one object type to use your priority order, or Send to all matching object types to write to every selected object type linked to the call.
Automatic CRM note settings with Company and Customer selected and all matching object types enabled
4

Choose Notes or Meetings

Use Notes or Meetings to choose how HubSpot stores the activity. The existing HubSpot meeting write mode and meeting type settings also apply to custom object targets.
Selecting a custom object as an automatic push target does not search HubSpot at push time. Triple Session only writes to records already linked to that call. You can also push a note or meeting manually to an associated custom record even when automatic linking or automatic push is turned off. See CRM Sync Settings for content sources, routing, and HubSpot Meeting options.

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Update custom objects with Automations

In an Update CRM Automation action, select an enabled custom object and map the fields you want to update. Triple Session updates the record only when exactly one record of that custom object type is linked to the call.
  • If no matching custom record is linked, the action skips the update.
  • If multiple records of the same custom object type are linked, the action skips the update instead of choosing one or changing several records.
  • The action does not search HubSpot or create a new custom record.
See Automatically Update CRM Fields When Calls End for the Automation setup flow.

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Current limitations

  • Custom objects are supported for HubSpot only. Salesforce custom objects are not supported.
  • Triple Session reads and updates existing custom object records; it does not create or delete them.
  • Triple Session does not create action-item tasks for custom objects.

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Troubleshooting

If the issue continues, contact support@triplesession.com.