![]() ![]() Using these tools, you can structure your data how you actually use it. In this lesson you'll learn how to decide which method is best for you and how to organize your data using CRM extensions, custom properties, custom objects, and more. Then we just create a report that uses those custom objects. There are many ways to represent your data inside Sales Hub. My thought was we could create custom objects for something like 'Last Call', 'Last Email' and have a workflow that would update those objects whenever there was a call or email logged for that company. ![]() For example, let's say I want to mark Microsoft to be marked as a priority target in our Washington market.ĭoes anyone know of a way that we could create that? We tried creating a report, but we only see ALL activity for calls and emails, we just need to see the last call and last email. The custom object part comes in where we want to be able to mark the company as a priority target for a specific market. What we are trying to do is this:īuild a report that can show a company, the date of last phone call made, date of last email sent, who made the last phone call, and who sent the last email. Give your object a name Singular and plural names will be used as object labels in your Hub. Integration features Custom Objects HQ Dashboard Connect to your portal to create and edit custom object definitions. I've been tinkering with our workflows and custom objects and trying to get something to work. Using the standard object for a C ompany versus creating a custom object, allows published data for the company to be automatically populated by HubSpot Company Insights. Up to 10 objects are currently supported by HubSpot for all Enterprise Hubs. ![]()
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