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Use the data model builder
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“In your HubSpot CRM, objects represent your customers and business process information (e.g., contacts, deals).” Under the Manage tab, the Data Model Builder will appear with a variety of customization options. Create a custom property To create custom properties within the data model builder: In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly. Click the Manage tab. In the graph view, to view properties, go to a CRM object, and click to expand the properties. Click the dropdown menu to view the Top 10 most used properties or Recently created custom properties. To view all properties for an object, click View all. To create a property for the CRM object, click + Create property. In the right side panel, fill out the fields to create your property (e.g., Company location), then click Create property. The property will now appear in the CRM object. You can also use Breeze Assistant to create a custom property. For example, navigate to Breeze Assistant and enter "Create the contact property Secondary email." Create a custom object and display properties Subscription required An Enterprise subscription is required to create custom object or display properties. To create custom objects and display properties in the data model builder: In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly. Click the Manage tab. In the left sidebar, click the plus icon next to All objects. If the left sidebar has been condensed, click the rirrririghrrright arrow icon to expand the sidebar. In the right side panel, fill out the fields to create your object and display properties, then click Create. The object will now appear in the data model. You can use Breeze Assistant to create a custom object. For example, navigate to Breeze Assistant and enter "Create a jobs object."
“Each object has individual records which can be associated with records of other objects (e.g., Lorelai Gilmore is a contact associated with the company The Dragonfly Inn).” Under the Manage tab, the Data Model Builder will appear with a variety of customization options. Create a custom property To create custom properties within the data model builder: In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly. Click the Manage tab. In the graph view, to view properties, go to a CRM object, and click to expand the properties. Click the dropdown menu to view the Top 10 most used properties or Recently created custom properties. To view all properties for an object, click View all. To create a property for the CRM object, click + Create property. In the right side panel, fill out the fields to create your property (e.g., Company location), then click Create property. The property will now appear in the CRM object. You can also use Breeze Assistant to create a custom property. For example, navigate to Breeze Assistant and enter "Create the contact property Secondary email." Create a custom object and display properties Subscription required An Enterprise subscription is required to create custom object or display properties. To create custom objects and display properties in the data model builder: In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly. Click the Manage tab. In the left sidebar, click the plus icon next to All objects. If the left sidebar has been condensed, click the rirrririghrrright arrow icon to expand the sidebar. In the right side panel, fill out the fields to create your object and display properties, then click Create. The object will now appear in the data model. You can use Breeze Assistant to create a custom object. For example, navigate to Breeze Assistant and enter "Create a jobs object."
“On each record, information is stored in properties and interactions are tracked through activities.” Under the Manage tab, the Data Model Builder will appear with a variety of customization options. Create a custom property To create custom properties within the data model builder: In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly. Click the Manage tab. In the graph view, to view properties, go to a CRM object, and click to expand the properties. Click the dropdown menu to view the Top 10 most used properties or Recently created custom properties. To view all properties for an object, click View all. To create a property for the CRM object, click + Create property. In the right side panel, fill out the fields to create your property (e.g., Company location), then click Create property. The property will now appear in the CRM object. You can also use Breeze Assistant to create a custom property. For example, navigate to Breeze Assistant and enter "Create the contact property Secondary email." Create a custom object and display properties Subscription required An Enterprise subscription is required to create custom object or display properties. To create custom objects and display properties in the data model builder: In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly. Click the Manage tab. In the left sidebar, click the plus icon next to All objects. If the left sidebar has been condensed, click the rirrririghrrright arrow icon to expand the sidebar. In the right side panel, fill out the fields to create your object and display properties, then click Create. The object will now appear in the data model. You can use Breeze Assistant to create a custom object. For example, navigate to Breeze Assistant and enter "Create a jobs object."
“The data model overview displays the relationships between your account's unique objects, properties, and activities, which can help you better set up imports, reports, and automation moving forward.” Under the Manage tab, the Data Model Builder will appear with a variety of customization options. Create a custom property To create custom properties within the data model builder: In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly. Click the Manage tab. In the graph view, to view properties, go to a CRM object, and click to expand the properties. Click the dropdown menu to view the Top 10 most used properties or Recently created custom properties. To view all properties for an object, click View all. To create a property for the CRM object, click + Create property. In the right side panel, fill out the fields to create your property (e.g., Company location), then click Create property. The property will now appear in the CRM object. You can also use Breeze Assistant to create a custom property. For example, navigate to Breeze Assistant and enter "Create the contact property Secondary email." Create a custom object and display properties Subscription required An Enterprise subscription is required to create custom object or display properties. To create custom objects and display properties in the data model builder: In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly. Click the Manage tab. In the left sidebar, click the plus icon next to All objects. If the left sidebar has been condensed, click the rirrririghrrright arrow icon to expand the sidebar. In the right side panel, fill out the fields to create your object and display properties, then click Create. The object will now appear in the data model. You can use Breeze Assistant to create a custom object. For example, navigate to Breeze Assistant and enter "Create a jobs object."
“You can also view information about how your objects, activities, and properties are used.” Under the Manage tab, the Data Model Builder will appear with a variety of customization options. Create a custom property To create custom properties within the data model builder: In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly. Click the Manage tab. In the graph view, to view properties, go to a CRM object, and click to expand the properties. Click the dropdown menu to view the Top 10 most used properties or Recently created custom properties. To view all properties for an object, click View all. To create a property for the CRM object, click + Create property. In the right side panel, fill out the fields to create your property (e.g., Company location), then click Create property. The property will now appear in the CRM object. You can also use Breeze Assistant to create a custom property. For example, navigate to Breeze Assistant and enter "Create the contact property Secondary email." Create a custom object and display properties Subscription required An Enterprise subscription is required to create custom object or display properties. To create custom objects and display properties in the data model builder: In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly. Click the Manage tab. In the left sidebar, click the plus icon next to All objects. If the left sidebar has been condensed, click the rirrririghrrright arrow icon to expand the sidebar. In the right side panel, fill out the fields to create your object and display properties, then click Create. The object will now appear in the data model. You can use Breeze Assistant to create a custom object. For example, navigate to Breeze Assistant and enter "Create a jobs object."
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