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🔗 Link a Custom Object to a Contact

Support Team
  • Updated
Linking a Custom Object to a contact allows you to add context to their history, refine your segmentation, and trigger highly targeted automation scenarios (for example, following up with a prospect about an abandoned cart, confirming an order, or tracking a contract renewal).
 
There are 4 complementary methods for linking your contact records to your custom objects:
  1. Manually from the individual contact record
  2. In bulk by importing a CSV file
  3. Automatically throughout your marketing campaign journeys
  4. In real time via API through your external data flows
 

1. 🖱️ Manual method: from the contact record

You can view and manage a contact's associations directly from their profile.
 
  • Access the contact's objects: Go to the Contacts menu, open the desired record, then locate the tabs dedicated to each of your Custom Objects in the horizontal bar (e.g., Products, Orders).
  • Link an existing object (Link existing): Click the Link existing button to search for an object already in your database and link it to the contact with one click.
  • Create and link a new object (Link new): Click the Link new + button to create a new entry while linking it directly to the active contact.
  • Unlink an object: Open the action menu at the end of the object's row to detach it from the contact without deleting the data from your account.
  • Action history: Every association or disassociation is automatically recorded in the activity timeline of the contact record.

2. 📥 Bulk method: via CSV import

To process large volumes of data (for example, a purchase history or an initial import), you can link your objects to one or more contacts directly in your CSV file using a dedicated column containing the contact's ID or email address.
 
👉 Find the complete guide and our downloadable file template here:

3. ⚙️ Automated method: via Campaign actions

You can automate the association or disassociation of custom objects based on your contacts' interactions (submission of a specific form, click on a key link, or visit to a product page).
 
👉 Learn how campaign triggers and events work here:

4. 🔄 Technical method: via the Webmecanik API

This method is best suited for connecting your business tools (e-commerce site, ERP, external CRM) to Webmecanik Automation in real time: when a customer places an order or interacts with a product, you synchronize the contact's data and their associated objects in a single call.
 
Available endpoints:
  • POST api/contacts/new : Creates a contact (or updates it if it already exists) and links the custom objects to it.
  • POST api/contacts/batch/new : Sends multiple contacts and their associated objects in bulk (JSON array).
  • PATCH or PUT api/contacts/[contact_id]/edit : Updates an existing contact and refreshes its linked objects.
Webmecanik performs a complete validation before saving: the system checks the validity of the object, its fields, and the contact's data. If all validations are successful, the contact and custom objects are created or updated, then automatically linked to each other.
👉 Find details about JSON request formats, call parameters, and code examples in our dedicated documentation:

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