HubSpot Terminology
Objects
Objects are the fundamental building blocks in a CRM system. They represent different types of data that the system manages. Think of these as tables in a spreadsheet.
Properties
Properties are attributes or fields that store specific information about an object. Think of these as the columns in a spreadsheet.
Company
Companies are organizations that you have a relationship with. In the CRM, a company record is made unique by domain name.
Contact
Contacts are individual people you interact with, typically a lead or customer. In the CRM, a company records is made unique by e-mail address.
Deal
Deals represent potential revenue opportunities associated to a Company and/or Contact.
Association
Associations represent relationships between different entities, allowing for more complex data structures and interactions.
In technical terms, an association is a connection or link between two or more entities. These entities can be objects, tables, or data points, depending on the context. Associations help in organizing and managing data by defining how different pieces of information relate to each other.
Association Label
Association labels in HubSpot are used to specify the relationship between associated records such as contacts, companies, deals, tickets, and custom objects. They help in categorizing and managing relationships more effectively and can be applied to new or existing associations on a record or in bulk via import.
Ensemble Terminology
Members & Partners (Companies)
Members and suppliers are stored in Company records and defined using the Account Type property, either member or supplier.
Once a supplier or member has been approved, they will be marked as active. This is required to be included in any internal/external reporting.
Account Hierarchy
Members are structured with a Home location at the top with a tree of Branches and Independent Contractors below them. In HubSpot each of these locations is defined as a Company.
This structure maintained in HubSpot in 2 ways:
- Through a Location Type property with values Home, Branch or Independent Contractor.
- Through associations between these companies
Contacts are then associated with each of these companies using association and are labelled with the type of relationship between the company and contact ie. Owner, Manager, Advisor, Billing etc:
