Defining your data model is a part of CRM implementations that often happen behind the scenes in the planning phase, and set the foundation for every process and every report you need to build after that.
A great data model is usually so simple that you won't even think about it, while a poor data model will cause constant complications and confusion.
The needs for your data model is somewhat different for most companies. An optimal data model should facilitate for tracking and storing all relevant data in a way that makes it convenient for the users to store, read, and aggregate into relevant reports for your company.
Elements of a data model in HubSpot
A data model in HubSpot includes several element types that all play a part in how your data is stored and used. The four main elements to consider are:
- Object types
- Properties
- Associations, labels, and limits
- External data
The Standard HubSpot Data model
Every HubSpot instance is set up with all the elements of their standard data model. This model is based on the common needs of most organizations, and will usually cover all your primary needs in a CRM system.
Objects
An object is a type of record that shares a common...
