When HubSpot announced the CRM custom objects feature in the highly anticipated new Sales Hub Enterprise, their team boasted about being able to “store any data” and create “anything you can think of” in your CRM environment.
Very exciting, and also true! But potentially overwhelming. When the sky's the limit, what do you create? For some who’ve been searching for something beyond standard objects, they already know. For others, you may need some help to get your creative juices flowing.
Good thing we have some ideas! Keep reading for a custom objects synopsis and examples of how you could take advantage of this new HubSpot feature.
As noted by HubSpot, custom objects work just like standard objects – like the contacts and companies objects, but instead, you can store any data in HubSpot. So, if your business requires a different object other than the four standard types (contacts, companies, deals, tickets), that’s when you define (or set up) a custom object.
When creating one, you’ll be prompted to include its properties and associations between the custom object and other objects, such as HubSpot’s standard objects. Once you’re set up and ready to go, you can manage and use it in HubSpot just like a standard object: personalizing email marketing, enrolling in workflows, and running reports.
But enough of that, right – it’s time to get to our use cases.
With custom objects, you can access data like SaaS subscriptions, students, shipments, and more in HubSpot – so you can make your data schema work for your business processes or methodology. You can also create associations that aren’t possible with HubSpot’s standard capabilities. Some examples of use cases that touch on these points:
For a more illustrative version, here’s how custom objects could be used in real-life CRM scenarios:
CRM custom objects open up a door of unimaginable flexibility to build and scale on HubSpot -- and we couldn’t be more thrilled about it. From unique entities to complex object associations, it will definitely make an impact on Sales Hub Enterprise users. If you’d like to brainstorm use cases that would work for your organization, let us know!