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Custom Objects

Create custom objects to have complete flexibility and control to perfectly match your CRM data to your business.

  • Create unique custom objects in your HubSpot CRM

  • Build automated workflows based on custom object data

  • Generate detailed reports with insights from custom objects

  1. Structure your CRM data how you actually use it.

    If your company’s data can’t be bucketed under categories like contacts, companies, or deals, this one's for you. With custom objects, you can easily organize the information you need to do your job, right inside your CRM.

    Embrace flexibility to name the object, determine its properties, and associate it with other objects. Custom objects work just like standard objects in your CRM, so your team doesn’t have to conquer a steep learning curve to leverage better data.

    Stop working to store your data — store your data so it works for you.

    Watch Time - 2 min

  1. Easily create custom objects in your CRM — no coding required.

    Creating custom objects in HubSpot CRM is quick and easy. With HubSpot's custom object builder, you can create as many custom objects as you want — without needing to use developers or coding.

  2. Trigger workflows based on custom object data.

    Harness the power of automation, triggered by data from your custom objects. From simple tasks to sophisticated processes, automated workflows will do the heavy lifting for you.
    Create custom object-based workflows like you would any other workflow. Set enrollment triggers specific to your custom object’s properties to target whoever or whatever — whenever.

  3. Report on insights specific to your custom objects.

    Generate relevant reports with quality insights — and none of the fuss. Easily configure your custom object data into reports that show exactly what you want to track.
    Select the relevant metrics for your custom object workflows, then decide how you want to visualize it — pie charts, bar charts, area charts, and more.

Have questions? Give us a call and we'll walk you through it.

+1 857-829-5060

Custom objects are a game-changer. They provide the flexibility to store any kind of data in HubSpot, maintaining all of the power and ease of use that teams need to scale and grow.

CONNOR JEFFERS

CEO

Aptitude 8

Related Resources

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