Objects
HubSpot organizes information into unique objects, some are pre-built with some additions, others are custom made. Below are some of our objects you may come across.
All of the objects can be accessed by navigating to CRM in the sidebar of HubSpot once logged in.
Contacts
Contacts are used to store information about individuals such as email address, phone number, employment, etc. For more information, see:
Companies
Companies are used to store information about ministries, churches, and companies. Information includes contacts associated with the company, company location, number of employees/ministers, etc. For more information, see:
Deals
Deals are used to store information about purchases, invoices or other records that need to be tracked on a linear path. For more information, see:
Events
Events show a record of our event objects and related information such as contacts associated with, the start and end date, and location of the event. For more information see:
Households
Household objects store family connections between contacts within HubSpot.
To view households, in HubSpot open the left panel, and go to Contacts > Households
Households have the following contact association labels set up:
Spouse
The Spouse association label is used in Households to identify the spouses in a Household. Primarily used for Via staff record keeping.
Child of
The Child Of association label is used in Households to show who is a child in a Household. Primarily used for Via staff record keeping.
Filters
In HubSpot you are able to filter to different record types based on certain criteria. For more information, see:
Filtered Views
Filtered Views show the same information as can be viewed in the Contact card on Event Views, without the association label.
For more information see: HubSpot Filtered Views User Job Aide
Reports
Reports are used to see multiple sources of data displayed in specific ways for ease of comparisons.
For more information see:
Dashboards
Dashboards are used to compile multiple reports into a single page, so that different types of information and comparisons can be viewed at once.
Dashboards can also handle filtering on all of the reports within it to show specific data. For example if there are similar events with reports that aggregate all of the data for different views, they can be filtered by a “start date” property to display a single event’s data.
For more information see:
Forms
HubSpot forms can be used to collect information for contacts and companies.
For more information see:
Workflows
HubSpot workflows can automate different tasks within HubSpot.
For more information see: