HubSpot中的自定义对象

在2020年Inbound，我们宣布了HubSpot平台现在包括自定义对象。有些人很兴奋，有些人感到困惑，很多人都是。如果您一直在寻找有关哪些自定义对象，可以做什么以及是否需要它们的一些基本信息，那么这篇文章适合您。

让我们从一个示例开始。

Imagine you own a pet kennel. Whenever a new customer brings their pet to you, there are a couple of forms you have them fill out. First comes a form about the human being — their name, contact info, and billing preferences. Then, you have a separate form to collect information about pets — you have them fill out one per animal. This collects information about the animal’s size, age, breed, health information, dietary restrictions, and whatever else you need in order to take care of them for a few days.

To keep everything organized, you staple the pet forms to their owner’s form, so you never have to wonder which customer a particular animal belongs to.

Now, let’s imagine you decide to modernize your pet kennel: you stop using paper forms and start using HubSpot. You can represent your customers using Contacts. Contacts are an example of a standard object in HubSpot. Other standard objects are companies, deals, and tickets. Each of these objects has properties. The Contacts object has some standard properties (name, email, phone number, etc.), but you can also create custom properties if necessary. Each space on that paper form where you collected a piece of information about a customer gets its own contact property in HubSpot.

But where would you put the pet information? The standard objects inside of HubSpot don’t have a good place to store animal information. Enter: custom objects. You could define a Pets object to hold that information. It could have properties for all the lines on your paper form (size, age, breed, health information, dietary restrictions, etc.), and you could stipulate that pet records should be associated to contact records.

Associations are connections between records. Just like the staples you used to attach pet forms to person forms, associations enable you to connect pet records to contact records. If you’re familiar with HubSpot’s standard objects, you’re probably also familiar with the ways contacts can be associated to companies, and deals can be associated to contacts and companies. When you define a custom object in HubSpot, you get to set the rules for what other objects it can be associated to.

In real life, you might not own a pet kennel, but custom objects aren’t just for pets. The great thing about custom objects is that they can represent pretty much anything. We’ve seen customers create objects for drones, real estate listings, shipping addresses, subscriptions, and many other things. If HubSpot is your system of record, and if you’ve struggled to find a place to store anything that’s important to the way you do business, custom objects might be the feature update you’ve been waiting for.

You might be thinking, “That all makes sense, but what can you actually do with custom objects?” The answer is: pretty much anything you can do with standard objects. Here are some screenshots to show you what I mean:

可以导入自定义对象吗？

Can custom objects be organized into filtered views?

Can you create reports about your custom objects?

自定义对象可以在工作流中使用吗？

除了使用您喜欢的HubSpot工具外，自定义对象还可以像标准对象一样获得自己的记录。查看这两个屏幕截图，看看您是否可以判断哪个记录是标准对象，哪个是自定义对象：

因此，现在您了解了什么是自定义对象，您可能想知道如何开始。确保检查“Data in HubSpot: Custom Objects and Other Tools”在HubSpot Academy，学习如何设计和实施一个可以很好地为您服务的自定义对象。