How HubSpot Works

Just as a strong value proposition guides your business strategy, understanding HubSpot's core structure guides your technology implementation. A properly configured HubSpot instance becomes the backbone of your business operations, enabling growth and scalability as you mature.

• Contact Object: Individual people you interact with
  • Customers, leads, subscribers
  • GEAR UP Example: Sarah Jenkins
• Company Object: Organizations you do business with
  • Business accounts, partners
  • GEAR UP Example: Mountain Adventures Co.
• Deal Object: Potential sales opportunities
  • Examples: Equipment package sales
  • GEAR UP Example: Group Equipment Package ($5,000)
• Ticket Object: Customer service interactions
  • Product support requests
  • GEAR UP Example: Product Demo Request

Properties

Properties are the individual pieces of information you track in HubSpot. Think of them as the columns in a spreadsheet - each one captures a specific detail about your contacts, companies, deals, or other objects.

Types of Properties:

• Single-line text (e.g., First Name)
• Multi-line text (e.g., Notes)
• Date (e.g., Last Contact Date)
• Number (e.g., Deal Amount)
• Dropdown select (e.g., Lead Status)
• Checkbox (e.g., Email Opt-in)

Example Use Case

Events are actions or interactions that occur in your system. They create a timeline of how contacts engage with your business.

Common Event Types:

• Page views
• Form submissions
• Email interactions
• Meeting bookings
• Purchase activities