HubSpot, Your Way: Customizing Records for Maximum Impact (for IT + SaaS Companies)

May 13, 5:00 – 6:00 PM (UTC)

IT + SaaS (East Coast)

Tired of working within a one-size-fits-all CRM? HubSpot’s customization features allow you to tailor contact, company, ...

CRMHUGIntermediate

About this event

Tired of working within a one-size-fits-all CRM? HubSpot’s customization features allow you to tailor contact, company, deal, and other records to fit your unique business needs.

Join us for this deep dive into HubSpot’s record customization capabilities and learn how to structure your CRM for efficiency and better data insights. Plus, see real-world examples of how other HubSpot users have used customization to transform their operations.

Key Takeaways:

  • Customize records, properties, and associations for better workflows

  • Streamline daily processes with custom cards

  • Improve visualization and segmentation with smarter structure

Learn how to customize your records. RSVP Now!

Organizers

  • Tim Jones

    HUG Leader

  • Ashlie Jones

    Eternal Works

    Co-HUG Leader