HubSpot native Object Overview: The Building Blocks of Customer Value Flow
This page provides an overview of HubSpot's native objects, which serve as the foundation for managing customer value flow. These objects work together to enable natural value flow while maintaining clean data architecture and clear customer experience management.
Core Business Objects
The professional relationship manager of your CRM - maintains a complete view of each person's history, preferences, and interactions while ensuring proper engagement across all touchpoints. Transforms individual interactions into structured profiles that enable personalized experiences throughout the customer journey.
The professional account manager of your CRM - maintains a complete view of each organization's relationship, potential, and activities while ensuring proper engagement at all levels. Transforms account-level engagement and information into structured profiles that enable coordinated customer experiences across departments.
Commercial Objects
The professional sales manager of your CRM - tracks everything from initial opportunity through contract negotiation, ensuring no revenue potential is lost. Transforms qualified interest into structured revenue opportunities that enable proper forecasting and management.
The professional contract manager of your CRM - translates sales conversations into clear commercial terms while maintaining pricing governance and approval workflows. Transforms deal configurations and pricing negotiations into structured documents that enable proper review and approval.
The professional record keeper of your customer transactions - tracks what was purchased, what was paid, and how it should be delivered.
Structured Financial Records
Transforms deal commitments into structured financial records that enable revenue tracking, fulfillment management, and financial reporting.
Unified Transaction View
Provides a comprehensive overview of each customer's purchase history and payment activity, facilitating efficient order processing and fulfillment.
Commercial Objects (Continued)
Our commercial objects work together to manage financial transactions, billing, purchasing, and recurring revenue streams.
The professional accountant of your CRM - ensuring every billable item is properly documented, communicated, and collected while maintaining clean financial records. Transforms commercial agreements and delivery milestones into structured financial documents that enable proper revenue collection and tracking.
The professional cashier of your CRM - ensuring every financial transaction is properly recorded, tracked, and reconciled while maintaining clean financial records. Transforms commercial agreements into structured financial records that enable proper revenue tracking and reconciliation.
The professional revenue manager of your CRM, ensuring recurring relationships are properly structured, monitored, and maintained.
The professional shopping assistant of your CRM - helping organize and manage product selections while supporting both simple and complex buying processes. Transforms browsing and selection activities into structured commercial intent that enables proper order processing.
Product & Service Objects
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The architect of your revenue - defining what can be sold, how it should be configured, and what's required for delivery. Transforms your catalog of offerings into structured data that enables consistent selling, pricing, and delivery.
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The professional deal configurator - translating strategic product definitions into exactly what this customer needs to buy. Transforms standard product offerings into precise customer commitments, capturing all the customizations, pricing adjustments, and specific requirements needed to close a deal.
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Deliverable Object (not native but should be!)
The professional project manager of your customer relationships - tracking what was promised, what's being delivered, and how it's progressing. Transforms customer commitments into trackable, manageable units of work that enable clear communication and efficient delivery.
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The professional service manager of your CRM - helping organize and track service delivery while supporting both standard offerings and custom solutions. Transforms service delivery processes into trackable, manageable records that enable proper execution and monitoring.
Support & Success Objects
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The professional service coordinator of your CRM - ensuring every customer need is properly captured, addressed, and resolved while maintaining clear communication throughout the process. Transforms customer support requests, inquiries, and service needs into actionable service records that enable proper routing, resolution, and follow-up.
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The professional event manager of your CRM - tracking everything from trade show participation to technical training sessions, ensuring no engagement opportunity is lost. Transforms event activities into measurable engagement data that enables proper attribution and follow-up.
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The professional instructor of your CRM - ensuring every learning need is properly structured, delivered, and validated while maintaining clear progression paths. Transforms training requirements into manageable, trackable learning journeys that enable proper skill development and certification.
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The professional meeting coordinator of your CRM - ensuring every interaction is properly planned, conducted, and leveraged while maintaining clear accountability for outcomes. Transforms calendar events into value-creation opportunities that enable proper preparation, execution, and follow-through.
Organizational Objects
The professional observer of your customer journey - helping identify, understand, and respond to authentic signals of interest while maintaining respect for the human experience.
The professional organizer of your business offerings - providing structure and process to anything that needs to be listed, found, and moved through stages.
System Objects: Core Properties
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Record ID
Unique identifier for each object instance
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Create Date
Timestamp of object creation
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Modified Date
Timestamp of last object modification
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Owner Assignment
User responsible for the object
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Team Access
Defines which teams can access the object
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Source Tracking
Identifies the origin of the object data
System Objects: Common Relationships
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Primary and secondary relationships
Connections between objects
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Team and user associations
Links to organizational structure
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Access and sharing settings
Controls for data visibility
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Integration mappings
Connections to external systems
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Automation triggers
Initiators for automated processes
These common relationships enable natural connections that facilitate value flow throughout the HubSpot Customer Platform.