Scaleops

Create a Custom Object in HubSpot - Here's How👇

When to implement Custom Objects?

Not every company fits the classic data boxes (contacts, companies, deals, etc.) If you're running a process unique to your company e.g. staffing, logistics, partnerships, projects, etc. - it's definitely right to use custom objects!

HubSpot ScaleOps
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How to implement it the right way?

Strategy and planning: While HubSpot's UI makes it simple to create your own custom objects (check out the demo if you don't believe me), making sure it seamlessly integrates into your current processes is key. 

Make sure you know how it connects to your current processes, understand the data you want to collect in the object, and enable your teams to master the data.

It takes time to get it right, but instead of juggling spreadsheets alongside HubSpot because the data is just too complex to enter - create a space for it in your CRM 📊

Want to implement a custom object in your CRM? Fill out this form and our ScaleOps experts will get back to you.
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"We migrated a very patchy SF database to HubSpot. ScaleOps were phenomenal in getting us up to speed fast, implementing and polishing our process with best practices, training and onboarding sales and marketing staff in a short time. Highly recommend! "
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Eran Eshed CEO at Fairtility
Eran Eshed | Fairtility | 26 to 50 employees
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