If you’ve ever used HubSpot, you know that objects in the platform have a variety of default properties. For example, a contact object has the contact’s name and email address. A company object can have other properties, such as the company’s domain and industry. It can also include a value for the amount owed, the close date of a ticket, and a ticket description. However, every business might need a different set of information.
Custom Object Properties
In HubSpot, there are many different ways to define Custom object properties. For example, you can set a field to show on the record page in a specific way. Similarly, you can also assign a label to a field. In addition, you can associate this property with other objects. For example, a contact form could include a contact’s name. And, you can also set a field’s internal name.
Custom object properties in HubSpot allow businesses to meet specific requirements and needs. For example, a business might need to categorize its contacts into different categories. For example, it may want to distinguish contacts by employer or end-user. Another use would be for brokering services, where the relationship between the broker and the employer is defined.
In addition to defining custom object properties, a company can also use HubSpot’s standard objects. For instance, a custom object for a company could contain information on the company’s website, social media pages, last contact, and recent deals. You can even import records from your computer into objects.
Primary Display Property
When using the custom objects in Hubspot functionality in HubSpot, you can define a primary display property for the object. This property will display the name of the object on the record page. You can also add one or more secondary display properties. The primary display property must be unique within the custom object.
Objects in HubSpot allow you to organize complex business data. The information you include on each custom object should be relevant to the business. For example, if you sell new technologies, you might want to offer webinars to educate your target market. In this case, you would want to enter a custom object for webinars, which would include a title, description, date, time, and duration.
You can create custom objects in HubSpot by following the steps in the developer’s guide. First, you need to get a HubSpot API key. Next, you need to create a new schema.
Custom objects allow you to add custom information to your HubSpot accounts. They can be used to track orders and shipments. Custom objects can also be used to identify deals and tasks. They can also trigger workflow enrollments. You can create a custom object for your business and add specific data about your customers.
Custom objects are created by making HTTP requests to HubSpot’s API. You can edit the properties of each individual custom object record using the properties API. You can also use properties to name individual custom object records. For example, you can set the primary display property, which is used for search in HubSpot.
Once you’ve connected your template to HubSpot, you can start adding tokens to it. To do this, click the Tokens icon in the upper-right corner of the template. You’ll see a list of possible fields for tokens. Click the tab corresponding to the type of data you’d like to add.
Reporting on Data Between Two Objects
Reporting on data between two custom objects in HubSpot is a powerful and easy way to analyze your data. You can use the API to define your custom objects and create cross-object reporting. The HubSpot API supports relational data storage, contact segmentation, and visual representations.
There are two common types of custom associations: contacts and companies. Contacts can be associated with multiple companies and deals. Alternatively, contacts and deals can be associated with one contact. This allows you to create more complex reports and to send targeted messages to your contacts. For instance, you can set up a custom association between deals and contacts to see how many deals a contact has.
HubSpot also allows you to create custom objects for automation and processes. Unlike with other CRMs, Salesforce Lightning Solutions don’t need to be single. For example, a car dealership can use custom objects for different vendors. These objects can include information about the vehicle’s make and model, mileage, price, and more. Then, you can associate the data with contacts and deals, and report on sales