Custom Object Creation
Extend the functionality of HubSpot CRM by designing and implementing tailored custom objects.
Features
Custom Object Design: Collaborate with our expert HubSpot consultants to design custom objects that align with your specific data needs. Whether it's tracking equipment, projects, or unique customer data, we've got you covered.
Field Mapping: Define the custom fields required for each custom object. We'll map these fields to ensure they're aligned with your data storage and reporting needs.
Integration Capabilities: Link custom objects to other entities within HubSpot, such as contacts, companies, deals, and more, creating a seamless flow of data across your CRM.
Data Import and Migration: Safely migrate your existing data into custom objects to maintain a complete record of your interactions and transactions.
Data Security: Maintain data integrity and security through precise user permissions, ensuring that sensitive information remains accessible only to authorized personnel.
Training and Support: Receive comprehensive training and support to empower your team in effectively managing custom objects.
Benefits
Enhanced Data Management: Seamlessly manage data that goes beyond standard CRM fields, fostering a deeper understanding of your customers and business processes.
Streamlined Processes: Automate actions and workflows related to custom objects, saving time and improving efficiency.
Scalability: As your business grows and evolves, so can your custom objects, ensuring they continue to meet your specific requirements.
Improved User Adoption: User-friendly, customized data capture processes boost user adoption and improve data quality.
Data Consistency: Ensure data consistency and eliminate data silos with integrated custom objects that align with your CRM's core functionality.
Deliverables
Discovery Call
1 Custom Object Development
UAT
Kickoff Call
Hours
22
Delivery
1-2 Weeks