March 19th, 2026

New

Sales Pipelines

Associate Companies with Custom Objects & Opportunities

You can now link companies directly to both custom objects and opportunities, making relationship mapping far more flexible and powerful across your CRM.

πŸ‘€ What’s New

  • Associate companies with custom objects

  • Associate companies with opportunities

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  • View and manage these relationships directly within record views

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  • View associated records directly in list views

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  • Supports one-to-one, one-to-many, and many-to-many relationships

Why this matters

  • Build richer data relationships beyond contacts-only associations

  • Get better context across opportunities, companies, and custom workflows

  • Enable more accurate reporting and segmentation

How to use

  • Go to Object > Companies > Associations

  • Click on "Create association" to build associations between multiple objects

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  • Open any custom object or opportunity record

  • Navigate to the Associations section

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  • Select Add Company and choose the relevant company

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  • Manage or update associations anytime from the same panel

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