Custom Objects Use Cases in HubSpot

By Martech Outlook | Tuesday, February 23, 2021

With custom objects, one can access data such as SaaS subscriptions, students, orders, and more in HubSpot to make the data schema work for the business processes or methodology.

FREMONT, CA: When HubSpot unveiled the CRM custom object feature in the widely awaited new Sales Hub Enterprise, their team boasted of being able to 'store any data' and build 'everything one may think of' in the CRM environment.

Custom Object Use Case

With custom objects, one can access data such as SaaS subscriptions, students, orders, and more in HubSpot to make the data schema work for the business processes or methodology. Firms may also build associations that are not feasible with the standard capabilities of HubSpot.

Below is how custom objects can be used in real-life CRM scenarios:

Radio

Typically, media or radio organizations are built on layers. Different radio stations can operate within a single radio market, but they are owned and controlled by a single corporation. A company manager or disc jockey may be working in a particular market but may serve or operate for various stations. Custom artifacts are the perfect way to tell the tale in Customer Relationship Management (CRM).

Healthcare

A similar problem may occur in the healthcare sector, as mentioned above. The medical device industry does not only have workers who associate with multiple divisions when communicating with a broader parent organization but may also require object data that may not reside in a typical object. A custom object will ensure that interaction with several companies is correctly connected to the appropriate contact, contract, parent/child association, and the house's correct name.

3. Mortgage

Authorized for a home loan is a layered operation. A mortgage firm can have several communications with duplicates in their CRM, with each contact having a separate loan officer. In addition, each individual loan would be connected to several contacts with various roles-borrower, co-borrower, agent. The loan item may also provide details about the loan and the individual involved with it, which the whole organization will require. With custom objects and workflows, credit email notifications can be sent to the appropriate person at the right time to keep the process running.

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