Cargo Crew
HubSpot Training
Course Outline
Understanding the HubSpot framework
The foundation of your HubSpot account is a database of your business relationships and processes, called the CRM (Customer Relationship Management). Below, learn more about the main components of the CRM, as well as how to get started managing a CRM database in HubSpot.
The main components of the HubSpot CRM are objects, records, and properties.
Objects: represent the different types of relationships and processes your business has. All HubSpot accounts use four standard objects: contacts, companies, deals, and tickets. Depending on your HubSpot subscription, there are other objects available. All objects use the same framework, which enables you to segment or report on them.
Record: a single instance of an object, where you can store information in properties and track interactions. You can associate records between objects to understand how they are related. Example: Bethany Lewty is a contact record and Synx is a company record and they are associated because Bethany Lewty works for Synx.
Properties: the different fields where you can store information on a record. There are default properties included for each object, but you can create custom properties to store unique data for your business.
