Custom objects can be used to automate workflows, increase reporting and boost profits in your business. Before we dive into automation, we should talk about how custom objects can be used to track onboarding processes.
Here are a few examples of their use. Let’s say you own Arena Corp, a sports arena business that sells everything a stadium would need. For example, your stadium has a vendor who sells everything from hotdogs to Dipping’ dots. If a customer purchases a hotdog at the Big Boston Stadium, the vendor can see it in their dashboard.
Creating Custom Objects in HubSpot
There are many reasons why creating custom objects in HubSpot can increase your profits. Custom objects are not just used to customize your website, but to track and analyze sales data. Unlike standard object types, custom objects can be easily grouped and organized. Creating a custom object also gives you the ability to grant specific teams or users access to edit certain properties. And once you’ve done that, you’ll be able to see which custom objects have the most value.
One of the greatest things about custom objects is that they allow you to create many different types of records. For instance, you can group contacts by the average cost of their rides or the number of rides they’ve taken in the past month. You can even segment contacts by cities and zip codes. And the possibilities are virtually endless. The fact that custom objects are customizable makes it easy for your engineering team to create and integrate them into HubSpot.
Using Them in Reporting
You can use HubSpot custom object to create hundreds of different reports. These reports can be used for internal and external reporting purposes. With the help of HubSpot custom object, you can also create your own reports based on specific criteria. For example, you can create a report on the number of opt-ins required to take a specific action, and drill down to the origin of the deal. You can also create a report on the average deal value for each intermediary.
Another great feature of HubSpot custom objects is the ability to group contacts into multiple entities. This feature is very useful when you want to isolate child companies from their parent.
For example, you can segment contacts by industry, such as healthcare. Custom objects allow you to see who sells what in your child company. This feature helps you increase the accuracy of reporting and provides better insights. If you use HubSpot custom objects to segment your data, you will be able to identify which contacts are most profitable.
Implementing Them in Workflows
There are several benefits of implementing Hubspot custom objects into your workflow. For example, implementing an object called “Ride” in your funnel will help you segment contacts based on the number of rides they took in the past month. You can also use it to track a specific contact’s average cost of rides. Custom objects allow you to organize and consolidate your data, allowing you to make better decisions based on the specific needs of your contacts.
Custom objects are essentially reusable HubSpot fields that contain information unique to your business. While standard objects are limited to general contact data and ongoing deals, custom objects allow you to keep track of specific business processes. For example, a car dealership could use a custom object to track sales and inventory. Custom objects aren’t limited to B2B companies, though. They can be used for B2C businesses as well.
Using Them in Automation
Using Hubspot custom objects in automation can increase your profit significantly. They allow you to collect data that isn’t readily available elsewhere. This information can be useful to your sales team during the sales process or to your customer service team to help close more renewals and upsells. These records can also be useful to improve the quality of your follow-up emails.
You can create new tables and fields in your automation. Use these custom objects to segment your customers by location, industry, shipments, events, and subscriptions. They also give you an opportunity to gather more detailed data about your customers. You can even track what your customers are looking for based on their preferences. Custom objects are also useful for automating certain processes, such as email campaigns.
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