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DELIVERY MODULE 1 to 2 weeks

Custom Data Model & Objects

Create a custom object in HubSpot to model data that does not fit standard contacts, companies, deals, or tickets, with associations and lifecycle logic configured from the start.

Delivery module

AU$640

1 to 2 weeks

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What this module actually does

Included

Client has a working custom object in HubSpot that models data their standard objects cannot handle (e.g. projects, locations, memberships, assets).
The custom object is associated with relevant standard objects so records link correctly across the CRM.
Status or lifecycle logic automates transitions and keeps records current without manual updates.
The team understands how to create, manage, and find custom object records.

Not included

Middleware or integration builds to sync the custom object with external systems
Creating multiple custom objects (this module covers one object)
Associations between custom objects
Custom properties on standard objects to support the custom object
Complex multi-step workflow automation beyond 3 rules
Data migration or import into the custom object
Live training sessions
Report or dashboard builds for the custom object
Record view customisation on standard objects

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

An Enterprise HubSpot subscription (custom objects are an Enterprise feature), needed before Requirements Scoping
Partner Admin access to HubSpot, needed before Custom Object Creation
A description of the data that does not fit contacts, companies, deals or tickets, needed before Requirements Scoping
The properties you need on the object (names, types, options), needed before Custom Object Creation
Which standard objects it should connect to, needed before Association Setup
The status stages and what should happen when a record changes status, needed before Lifecycle or Status Logic
Written approval of the object design, needed before Custom Object Creation

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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