HubSpot Object Decision Guide: Choose the Right CRM Structure
Default Objects are the standard for organizing your data in HubSpot to ensure your CRM aligns with your business processes, avoids data chaos and maximizes ROI.
But did you know that you have Activatable and Custom Objects at your disposal too? Use this guide to help you reflect and determine your needs by:
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Understanding Default, Activatable and Custom Objects
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Mapping unique relationships across objects
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Reviewing use cases for the different objects
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Strategizing for an upgrade if a Custom Object is needed
Are you struggling to structure your HubSpot CRM?
HubSpot's Default Objects are just that—default. They cover your basic CRM information, but what about your specific use case? If you don't have the right objects at your disposal, you risk:
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Cluttered data and no true place to store critical intel
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Missed automation opportunities due to poor data structure
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Mismatched systems to store fields that don't fit into HubSpot
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Wasted budget on Enterprise for Custom Objects you don't need
Build a HubSpot CRM that works for you
Whether you use HubSpot for marketing, sales, service or otherwise—ensure that your data stores and supports all your needs.
If you review the guide to strategize and understand your needs, you’ll be able to:
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Save time pre-vetting object types
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Cut costs by avoiding unnecessary upgrades
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Discover your true data organization needs
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And so much more!