The Pillars of Your Data: Core Objects
HubSpot organizes your information around fundamental record types, each serving a distinct purpose in managing your business relationships and operations.
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Contacts
Individual people your company interacts with; central to all activities.
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Companies
Organizations contacts belong to, providing business context.
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Deals
Represent sales opportunities tracked through your pipelines.
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Tickets
Customer service requests managed through support pipelines.
How Data Enters Your HubSpot Portal
Data flows into HubSpot through various channels, ensuring all interactions and information are centralized for comprehensive insights and actions.
This bar chart illustrates the typical frequency of data ingestion methods in a HubSpot portal, with forms and integrations being the most common automated sources.
Adding Depth: Properties & Associations
Beyond core objects, properties add specific details, while associations create critical links between related records, building a holistic view of your customer.
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Properties (Fields)
The individual data points that describe a record (e.g., 'Email', 'Job Title', 'Last Activity Date'). Can be standard or custom.
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Associations link records (e.g., a Contact to their Company), providing critical context across your CRM.
Your Data in Action: Unlocking Business Value
A well-structured and centralized HubSpot database empowers your teams to execute smarter strategies, deliver personalized experiences, and gain deeper insights.
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Personalization
Tailor content and communications based on unique contact properties.
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Segmentation
Create targeted audiences for precise marketing and sales efforts.
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Reporting & Analytics
Generate comprehensive reports for data-driven decision-making.
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Automation (Workflows)
Automate tasks and processes based on data changes and triggers.
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Sales Enablement
Provide sales teams with rich context for more effective conversations.
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Service Delivery
Deliver contextual and proactive customer support.
💡 Best Practices for Data Health
- Regular Data Audits: Periodically review your data for accuracy and completeness.
- Consistent Data Entry: Establish clear guidelines for how data should be entered.
- Property Governance: Manage and organize your properties to prevent clutter.
- Deduplication: Actively merge duplicate records to maintain a clean database.
- Security & Privacy: Understand and adhere to data privacy regulations (e.g., GDPR).
Your Centralized Data, Your Business Powerhouse
By understanding and effectively managing how your data lives in HubSpot, you transform raw information into a strategic asset, driving growth and fostering stronger customer relationships.