Record Customization: Tailor Hubspot to Your Needs

Joakim Steenfos

4 Apr, 2023

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Ideal Customer Profile (ICP)

HubSpot Sales Hub provides a variety of features that can help you achieve that, including Record Customization. With Record Customization, you can tailor your sales pipeline and CRM to your specific needs, ensuring that you’re tracking the right information and optimizing your workflow.

Why HubSpot and Record Customization can help you Gain More Sales

Record Customization is a key feature that gives you permission to customize the fields and stages in your sales pipeline, as well as the information that you collect from prospects and customers. This feature can help you gain more sales by ensuring that you have the right information at the right time, allowing you to tailor your sales approach and close deals more effectively.

What are the Benefits of Record Customization in Correlation to Sales

There are several benefits to using Record Customization in HubSpot.

  • Firstly, you can customize the fields that appear in each record type, allowing you to track the information that’s most important to your sales process.
  • Secondly, you can tailor your sales pipeline to match your unique process, ensuring that you’re tracking your deals in a way that’s efficient and effective.
  • Finally, you can use Record Customization to ensure that you’re collecting the right information from prospects and customers, which can help you personalize your sales approach and close deals more effectively.

A Step-by-Step Guide to set it up

  1. Click the settings icon in the main navigation bar of your HubSpot account.
  2. In the left sidebar menu, select Objects and then choose the object you want to edit the create record form for.
  3. Now click under Creating [object], then click Customize the ‘Create [object]’ form.
  4. In the left sidebar of the editor, select the properties you want to appear when a user creates a record for the object by checking the corresponding checkboxes in the Add fields section.
  5. In the Associate [object] with section, select the object associations that should appear during creation.
  6. To reorder the properties or associations, use the drag option.
  7. To make a property or association mandatory, select the checkbox in the Required column.
  8. Click Save in the top right.
  9. Click Back to exit the form editor.
  10. Your customized form is now ready for use.

An Example where it’s Relevant for a Company

Record Customization can be relevant for any B2B company that wants to optimize its sales process. For example, a software company might use ‘Record Customization’ to track the specific features and integrations that each prospect is interested in, enabling their sales team to tailor their approach and close deals more effectively. Alternatively, a manufacturing company might use Record Customization to track the specific product specifications and timelines that each customer requires, ensuring that they’re delivering the right products at the right time.

How Radiant can help you

Radiant is a top-tier HubSpot partner that can help you get the most out of HubSpot and its features, including Record Customization. As experts in marketing automation, HubSpot implementation/migration and sales enablement, Radiant can help you customize your HubSpot account to your specific needs, ensuring that you’re using the platform to its fullest potential.

Do you have questions, or do you want to learn more about how Radiant can help you?

Contact us today and let’s talk about how you can reach your potential for growth.

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