Understand which HubSpot object is the best fit for you, whether it's deals, tickets, or custom objects. We'll help you make the right choice to streamline your onboarding process.
October 24, 2023
So you're starting to think about managing your customer onboarding process in HubSpot? Whether you're eyeing deals, tickets, or custom objects, we've got you covered. Let's explore the options and pick the best object for your team.
Many teams manage their sales process using deals in HubSpot's Sales Hub, so they're already familiar with that functionality. Before deciding to use deals for onboarding, consider the following:
If your organization is already using HubSpot's Sales Hub, you might want to keep your sales and onboarding processes in the same Hub. This integration can be practical if you want to avoid upgrading your subscription or because you already have seats paid for in your current plan.
If reporting on revenue is critical during the onboarding process, HubSpot deals offer out-of-the-box functionality for tracking revenue, which can be valuable when transitioning from a closed deal to onboarding.
🌟 Pro tip: if you do decide to use HubSpot deals to manage your sales and customer onboarding processes, we always recommend using a separate pipeline for each customer lifecycle stage.
Similar to deals, if you already have a Service Hub subscription or have been considering upgrading, you might consider using tickets for onboarding.
Many organizations want to keep their sales teams inside deals, and give their post-sales teams like support, customer success, and onboarding their own dedicated space to work in. This allows your post-sales teams to develop their own distinct processes utilizing customize properties, pipelines, and reporting, and avoid interference with other teams.
If your onboarding team need access to features like surveys, knowledge bases, support tickets, and other functionalities that come with HubSpot's Service Hub, using tickets may be the right choice.
If your organization has a HubSpot Enterprise subscription, you have the option to create custom objects. Custom objects allow for extensive customization within your HubSpot portal, but there are some considerations:
Custom objects provide you with the ability to customize every aspect of the record for onboarding. This level of customization can be beneficial if you have specific requirements.
Implementing custom objects may require more setup work from scratch, which can be time-consuming.
HubSpot custom objects don't currently support all of the same features you may see from HubSpot marketplace apps. Specifically, timeline events and CRM cards, which are fully supported in both deals and tickets, are not supported with custom objects yet.
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