Learn how CRM Customization streamlines data organization by creating custom objects, properties, and associations tailored to your team's needs. Say goodbye to default settings, easily modify HubSpot's spaces for a perfect fit. Event Highlights: CRM Customization Unveiled: Unlock the full potential of your CRM by learning how to customize objects, properties, and associations. Tailor your CRM to meet your team's specific needs. Beyond Defaults: Say goodbye to one-size-fits-all solutions. Explore how to easily modify HubSpot's default spaces, ensuring your CRM aligns seamlessly with your unique workflows. Key Takeaways: ✅Streamline Data Management: Discover practical strategies to save time and enhance productivity in your team's daily operations. ✅Tailor CRM to Your Needs: Learn to customize your CRM for a personalized and efficient user experience. Who Should Attend: Marketing Professionals Sales Teams CRM Administrators Business Owners Don't miss this opportunity to optimize your CRM and enhance your team's efficiency. Join us for an evening of insights, networking, and practical tips.

1. Optimize Your CRM:
Customization and Beyond
Greenville
HUG

2. Let's Connect
❏ linkedin.com/in/egarciavaz
❏ boundify.io/demand-gen-studio
EMILIO GARCIA
Managing Partner,
Boundify
Greenville
HUG

3. Let's Connect
linkedin.com/in/gabriela-garcia-1
37b77246/
GABRIELA GARCIA
Demand Generation
Specialist, Boundify
Greenville
HUG

4. Let's Connect
linkedin.com/in/miranda-jenkins/
MIRANDA JENKINS
Demand Generation
Specialist, Boundify
Greenville
HUG

5. Let's Connect
❑ linkedin.com/in/joshuacurcio/
❑ www.protocol80.com
Josh Curcio
CRO & Partner,
protocol 80, Inc.
HUG Leader (Contract MFGs)
Greenville
HUG

6. Table of Contents
● Introduction
● Custom Objects: Storing Unique Business Data
● Custom Properties: Capturing Essential Details
● Associations: Building Powerful Connections
● Beyond Defaults: Say Goodbye to One-Size-Fits-All Solutions

7. HubSpot CRM: Customization
for Success
HubSpot CRM's customization features offer a
significant step forward in tailoring the platform to
your specific needs and workflows. Let's delve into
how these customizations can empower your team to
streamline processes, gain deeper insights, and
achieve remarkable results.

8. Streamlined Processes:
Custom Objects &
Properties
Create objects and
properties specific to your
business, like "Projects" or
"Product Preferences,"
eliminating the need to
shoehorn data into generic
categories.
Automated Workflows
Simplify repetitive tasks
with automated workflows
triggered by specific
actions, like sending
follow-up emails after a
meeting or creating
support tickets based on
customer feedback.
Customizable Views &
Dashboards
Tailor record views and
dashboards to display the
most relevant information for
different roles and teams,
improving focus and
efficiency.

9. Custom Objects: Storing
Unique Business Data

10. ● User-defined objects to
store data unique to
your industry or process
(e.g., Properties, Events,
Orders).
● Not limited to standard
CRM objects like
Contacts and Deals.
What are Custom Objects?
Benefits:
● Organize data efficiently: Eliminate clutter and manage
complex data structures effectively.
● Track key metrics: Capture crucial information relevant to
your business, like specific product details or project
milestones.
● Gain valuable insights: Analyze custom data for targeted
reports and deeper understanding of your operations.

17. Custom objects
Go to Settings > Objects > Create
custom object.
Choose a name and description for
your object.
Define the properties (fields) you need
to store data.
Set up relationships with other objects
(e.g., link properties to contacts).
How to do it:

19. Custom Properties: Capturing
Essential Details

20. What are Custom Properties?
Benefits:
● Collect deeper insights: Capture information beyond
standard fields, like customer preferences or project
budgets.
● Personalize interactions: Tailor your approach based
on captured details, fostering stronger relationships.
● Automate workflows: Trigger actions based on specific
data points in custom properties, streamlining
processes.
● Additional fields added
to existing objects like
Contacts, Deals, and
Products to capture
specific details.
● Extend the capabilities
of standard fields to
accommodate unique
data points.

21. Create a Property
How to do it:
Go to Settings > Properties.
Choose the object you want to customize
(e.g., contacts).
Click Create property.
Select the property type (e.g., text,
checkbox, number) and name it.
Set visibility and permissions for the
property.

22. Example: Type
Prompt
What are some creative ways HubSpot
Admins deal with organizing companies
that represent competitors, partners,
suppliers and similar types of entities that
are not potential customers in HubSpot
CRM?

23. Example: Type
Prompt
Is there an existing default property in
HubSpot that can be used to classify
these types of companies? What about an
existing default property to classify
contacts?

24. Example: Type
Prompt
Is there an existing default property in
HubSpot that can be used to classify
these types of companies? What about an
existing default property to classify
contacts?

25. Example: Type
Prompt
If I were to create a new custom
property, how should I name it? Give me 2
or 3 recommendations.

26. Associations: Building Powerful
Connections

27. What are Associations?
● Connections created
between different
objects in your CRM,
providing a
comprehensive view of
your relationships and
processes.
● Link Contacts to Deals,
Products to Orders, and
more.
Benefits:
● Visualize relationships: See how contacts, deals, and other
objects relate to each other, revealing hidden insights.
● Understand customer journeys: Track interactions across
different touchpoints, providing a holistic view of customer
engagement.
● Improve collaboration: Share information seamlessly
across teams, breaking down silos and fostering
collaboration.

31. Beyond Defaults: Say Goodbye to
One-Size-Fits-All Solutions

32. Automate tasks and
processes based on
custom data and triggers.
Workflows &
Automations:
Beyond Defaults: Say Goodbye to One-Size-Fits-All Solutions
Create customized
reports and dashboards
tailored to your specific
needs.
Reports &
Dashboards:
Extend functionality with
custom apps and
integrations to connect
your CRM to other tools.
Extensions &
Integrations

33. ● Knowledge Article: CRM Optimization: How to Get the
Most Out of Your Customer Data [According to
Experts]
● Academy: Data in HubSpot: Custom Objects and
Other Tools
● Video: Grow Better with CRM UI Customization |
HubSpot Developers at INBOUND23
● Video: Build Deep CRM Customization to Supercharge
Your Business | HubSpot Developers at INBOUND23
Whether it’s your first time using this product, or you’re looking to build up
your skills around it, we’ve got the best resources for you to get started.
Getting Started
Education: Help Articles:
● Tool: Customize your CRM with
powerful UI extensions
● Blog: Next in AI

34. Thursday, May 09, 2024, 10:00 – 11:00 AM EDT
Learn about the benefits of integrating Clearbit and HubSpot: Gain a deeper understanding
of how this powerful duo can boost your sales and marketing efforts.
The benefits of integrating Clearbit and HubSpot: Gain a deeper understanding of how this
powerful duo can boost your sales and marketing efforts.
Save The Date
Guide through Clearbit Integration with
HubSpot

35. Thank you