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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

  1. Enhanced Data Management: Seamlessly manage data that goes beyond standard CRM fields, fostering a deeper understanding of your customers and business processes. 

  2. Streamlined Processes: Automate actions and workflows related to custom objects, saving time and improving efficiency. 

  3. Scalability: As your business grows and evolves, so can your custom objects, ensuring they continue to meet your specific requirements. 

  4. Improved User Adoption: User-friendly, customized data capture processes boost user adoption and improve data quality. 

  5. 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

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