🔗 HubSpot KB Bridge: Use the data model builder
💡 Core Capability
In your HubSpot CRM, objects represent your customers and business process information (e.g., contacts, deals). 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). On each record, information is stored in properties and interactions are tracked through activities. Every HubSpot account includes certain objects, properties, and activities by default, but depending on your subscription, you can also create custom properties and custom objects.
🛠️ Key Operations & Headings Outline
- Use the data model builder
- Create a custom property
- Create a custom object and display properties
- Turn objects on or off in the display
- Activate or deactivate an object
- Create associations and limits
- Export an image of the canvas
- Use the data model overview
- Analyze data trends
- Track your data limits and usage
- Related content
📋 Subscription Availability
- All products and plans
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
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