1/3/2023 0 Comments Hubspot custom objectsIn this case, you might want to have a custom property for “Brokers” so that they’re not lumped in with the end-users/employers. When you work with the employers, they’re buying service directly from your sales team when you work with the brokers, they’re selling your service to employers. Let’s say your business manages insurance programs for mid-sized companies, and you work with both employers and insurance brokers. While HubSpot’s standard object types provide good coverage for most small businesses, others need to track data categories or events that don’t fit neatly into these groups. In short, the object functionality allows you to organize and sort the data in your CRM, rather than having one flat list of indistinguishable records to manage. Here’s what that looks like in your HubSpot portal: If David works at David Mart, we’d want to make sure his contact record is associated with the corresponding David Mart company record. Here’s a breakdown of elements for a contact record of someone named David:Īlong with having properties that can be assigned values, objects can also be associated with other objects.įor instance, if I assign myself a task in HubSpot to follow up with David, I’ve associated a task and a contact property. These objects are the components of your database – the categories of information that contain properties that are mapped to values.Īn easy way to think about it is to look at an example. You’re likely familiar with the standard object types available to you in HubSpot now: contacts, companies, deals and tickets. To explain custom objects, let’s start with standard objects. In this post, we’ll provide a simple introduction to this feature along with examples of common use cases and next steps to getting started if it makes sense for your business. But as features go, it’s a useful one for many businesses – especially larger businesses with more complex data requirements. If you use HubSpot, you may have noticed some announcements about custom objects near the end of the year before 2021 (you know, the one we don’t talk about anymore).Īs names go, “custom objects” succeeds in sounding both vague and esoteric.
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