Knowledge Base
  • Chào mừng bạn tới trang hỗ trợ sản phẩm của chúng tôi !
  • Page Site Builder
    • Bắt đầu tạo một trang web
      • Thêm một section
        • Sao chép section
        • Cài đặt section
        • Di chuyển section
      • Thêm một page
      • Thêm kết nối SSL
  • HubSpot CRM
    • crm-setup
      • Get started with objects
    • contacts
      • Create contacts
      • A guide to your contacts home
      • Work with your contact records
      • HubSpot's default contact properties
      • Property field types in HubSpot
      • Set up your import files
      • Import data to checkbox properties
      • Manage your properties
      • Import contacts, companies, deals, tickets, products, or notes
      • View and analyze previous imports
      • Troubleshoot import errors
      • Deduplicate contacts, companies, deals, tickets, and products
    • companies
      • Create companies
      • A guide to your companies home
      • Work with your company records
      • HubSpot's default company properties
    • deals
      • Create deals
      • A guide to your deals home
      • Work with your deal records
      • HubSpot's default deal properties
    • tickets
      • Create tickets
      • Work with your ticket records
      • A guide to your tickets home
      • HubSpot's default ticket properties
  • Google Ads
    • Topic
      • Setup and basics
      • Measure results
      • Manage ads
      • Smart campaigns
      • Billing
      • Learn
      • Google Partners
      • Your guide to Google Ads
      • Google Ads basics
      • Create ads and campaigns
      • Choose where and when ads appear
      • Find out if your ad is running
      • Account administration and security
      • Glossary
      • Local Services ads
      • The Google Ads mobile app
      • Ads and approvals
      • Campaign settings
      • Budgets and bids
      • Keywords
      • Reach your audience
      • Target placements and topics
      • Multiple or large accounts
      • Connect your goals to data
      • Find and run reports
    • Google Ads Help
  • Google Analytics
    • answer
      • Get started with Analytics
      • Find your way around Analytics
      • Guided tours
      • Manage and configure Analytics
      • Hierarchy of organizations, accounts, users, properties, and views
      • Diagnostics messages
      • How to get support
      • Google Marketing Platform Partners
      • Introducing Google Marketing Platform
      • Organizations
      • Google Analytics Home
      • Search in Google Analytics
    • Topic
      • Set up (web)
      • Set up (mobile apps)
      • Universal Analytics (UA)
      • Glossary
      • Troubleshoot Analytics problems
      • Understand the Analytics account structure
      • Accounts
      • Properties
      • Reporting views
      • Reporting-view filters
      • User management
      • Common issues
      • Monitor account health and performance
      • Audience reports
  • Google Tag Manager
    • answer
      • Tag Manager overview
      • Considerations before you install
      • Setup and install Tag Manager
      • Tag Manager and gtag.js
      • Introducing Google Marketing Platform
      • The data layer
      • Components of Google Tag Manager
      • Supported tags
      • Conversion linker
      • Google Optimize
      • Custom tags
      • AMP & Tag Manager setup guide
      • Content experiments for mobile apps
      • Custom templates
      • Community Template Gallery
      • Google Marketing Platform Partners
      • Data Processing Amendment
    • Topic
      • Tags
      • Triggers
      • Variables
      • Google Analytics
      • Google Ads
      • Floodlight
      • Accounts
      • Workflow
      • Organization
      • Troubleshooting
Powered by GitBook
On this page
  • Glossary
  • Standard objects
  • Contacts
  • Companies
  • Deals
  • Tickets
  • Properties
  • Default properties
  • Custom properties
  • Import objects

Was this helpful?

  1. HubSpot CRM
  2. crm-setup

Get started with objects

Previouscrm-setupNextcontacts

Last updated 5 years ago

Was this helpful?

HubSpot, at its most basic level, manages relationships. The backbone of this system are the standard objects that HubSpot has: contacts, companies, deals, and tickets.

You and your users create records of these objects in HubSpot, creating a CRM database. Records in this database can then be used to not only store information, but to automate certain actions in your HubSpot account. You can then associate objects to represent their relationships to one another.

For example, you can create a workflow that automatically create tasks for your users once a record meets a certain criteria based on its properties. Hence, creating and maintaining your object records is important to how HubSpot works.

Glossary

Object type: the term for a relationship with your business, such as contacts, companies, deals, and tickets.

Record: an instance of an object (e.g., "Tom Smith" is a contact record). These records can be used in other HubSpot tools, such as workflows.

Object: the term for an object type or a record, depending on the context.

Property: a field created for an object type. Each object type has its own set of properties. All the records of that object type will have that set of properties that can store data.

Property value: the value or data stored in a property in a record.

Standard objects

Contacts

Contact records store information on people that communicate with your organization. You can create, access, and make changes to your contact records:

Companies

Company records store information on organizations or businesses that communicate with your organization. You can create, access, and make changes to your company records:

Deals

Deal records store information on opportunities you have with contacts or companies. You can create, access, and make changes to your deal records:

Tickets

Ticket records store information on customer requests for support or help. You can create, access, and make changes to your ticket records:

Properties

Each object has default properties that HubSpot created, but you can create custom properties that suits your business needs.

Default properties

HubSpot has default properties already in place when you create your account:

Custom properties

If the default properties don't meet your needs, you can create custom properties.

Import objects

Importing objects allows you to create and update object records in bulk. Some reasons why you would import are:

  • to create records in bulk using data from another CRM software;

  • to create a list of contacts records easily to send marketing emails to;

  • to update records with new property values in bulk; and

  • to associate records in bulk.

These articles will help you with importing CRM data into HubSpot:

  • Import Salesforce records: if you're already using Salesforce, learn how to import the Salesforce data into HubSpot,

You can also view .

You can also view .

You can also view .

You can also view .

: learn about the different property field types. Understand these field types so that you can set up your properties correctly.

: learn how to create new custom properties for an object, edit existing properties, and manage these properties with property groups.

: learn how to set up a CSV file for an import.

: learn how to format data for checkbox properties in your CSV import file.

: learn the different ways of importing data as objects in HubSpot using your prepared CSV file.

: once you've done an import, learn how to view and analyze the previous imports. If there are errors, you can and rectify your import file.

: learn how HubSpot matches a row in your import file to an object in HubSpot during an import. This allows you to bulk update your objects. If a row doesn't match an object in HubSpot, a new object will be created.

Create contacts
A guide to your contacts home
Work with your contact records
other articles relating to contacts
Create companies
A guide to your companies home
Work with your company records
other articles relating to companies
Create deals
A guide to your deals home
Work with your deal records
other articles relating to deals
Create tickets
A guide to your tickets home
Work with your ticket records
other articles relating to tickets
HubSpot's default contact properties
HubSpot's default company properties
HubSpot's default deal properties
HubSpot's default ticket properties
Property field types in HubSpot
Manage your properties
Set up your import files
Import data to checkbox properties
Import contacts, companies, deals, tickets, products, or notes
View and analyze previous imports
troubleshoot the import errors
Deduplicate contacts, companies, deals, tickets, and products