This article provides an overview of custom objects in HubSpot and how they allow businesses to tailor their CRM to their specific needs.
Custom objects in HubSpot are a powerful tool that allows users to store and manage unique data sets that are specific to their business needs. With custom objects, you can track and report on custom data fields that are not available in the standard HubSpot CRM.
Custom objects can be used to track various types of data such as products, projects, events, tickets, or anything else that requires a specific set of data fields. This feature enables businesses to tailor their CRM to their specific needs, resulting in improved data organization, insights, and more accurate reporting.
Creating a custom object in HubSpot is a simple process that can be done by navigating to the "Settings" tab and selecting "Objects." From here, you can select "Create Object" and define the custom object's name, description, and properties. Properties are the custom fields you want to track for each record, and they can be added as text fields, dropdowns, dates, and more.
Once the custom object is created, you can start adding records to it. Each record will contain the custom fields you defined in the properties. You can add new records manually, import them from a CSV file, or integrate with other systems such as web forms or APIs.
Custom objects can also be used to create relationships between different types of data. For example, you can create a custom object for "Events" and link each event to a contact or company record in your CRM. This feature allows you to gain deeper insights into your business data and identify trends and patterns that might be missed without this level of granularity.
Reporting on custom objects is also possible in HubSpot. You can create custom reports and dashboards that display specific data points from your custom objects. This allows you to view your business data in a way that is relevant to your unique needs and goals.
In conclusion, custom objects in HubSpot offer businesses the flexibility to store and manage unique data sets that are specific to their needs. With this feature, you can tailor your CRM to your business requirements, gain deeper insights into your data, and make more informed decisions.