Unlock a 360° View: Connecting Contact and Company Data in HubSpot

In the fast-paced world of sales and marketing, having a clear, unified view of your customer data is paramount. HubSpot, a leading CRM platform, offers powerful tools to manage both contact and company information. However, users sometimes find themselves navigating separate pages for contacts and companies, leading to a fragmented view of their customer relationships. This post explores how to bridge that gap and create a 360° view of your customer data within HubSpot, drawing insights from a recent HubSpot Community discussion.

The Challenge: Siloed Data in HubSpot

Imagine a scenario: you're preparing for a sales call with a key contact. You need to quickly access their contact details, their company's profile, recent interactions, and any relevant deals. But if this information is scattered across different sections of HubSpot, it can be time-consuming and inefficient to piece it all together. One HubSpot user recently highlighted this challenge, seeking guidance on how to view contact and company details together within the platform.

Unlocking the Unified View: Solutions for HubSpot Users

Fortunately, HubSpot offers several methods to consolidate contact and company data, providing a more holistic view of your customer relationships. Here are some effective strategies, inspired by solutions shared within the HubSpot Community:

1. Custom Reports: Your Data Storyteller

HubSpot's custom report builder is a powerful tool for visualizing and analyzing data. You can create custom reports that combine data from both contact and company objects, presenting them side-by-side in a table format. This allows you to see key information at a glance and identify trends.

Here's how to create a custom report to view contact and company details together:

1. Navigate to Reports > Reports in your HubSpot portal.
2. Click Create custom report.
3. Choose Single object or Cross object based on your needs.
4. If using Cross object, select both Contacts and Companies as your primary and secondary objects.
5. Select Table as your visualization type.
6. Drag and drop the desired properties (e.g., contact name, email, company name, industry, deal stage) into your report.
7. Customize the report with filters, sorting, and calculations to refine your view.
8. Save the report for future use.

Custom reports are ideal for gaining a comprehensive overview of your data, identifying patterns, and sharing insights with your team.

2. Sync Properties: Bridging the Data Gap

Sync properties allow you to copy data from company records to contact records (or vice versa). This enables you to display key company information directly on the contact's page, providing immediate context during interactions. For example, you might sync the "Company Industry" or "Annual Revenue" property to the contact record.

To set up sync properties:

1. Go to Settings > Data Management > Properties.
2. Click the Property sync tab.
3. Click Create property sync.
4. Select the source and target objects (e.g., Company to Contact).
5. Choose the properties you want to sync.
6. Configure the sync direction (one-way or two-way).
7. Save the sync settings.

Sync properties streamline your workflow by bringing essential company data directly to the contact record.

3. Customize the Contact Record Layout

HubSpot allows you to customize the layout of contact records, enabling you to display relevant company information prominently. You can add a card in the middle section of the contact record that displays key details from the associated company record. This provides a quick and easy way to access company information without navigating away from the contact.

To customize the contact record layout:

1. Go to Settings > Object > Contacts.
2. Click Record customization.
3. Drag and drop properties from the right-hand panel to the desired location on the record.
4. Add association cards to display related company information.
5. Save the layout.

Customizing the contact record layout ensures that the most important company information is always visible, improving efficiency and decision-making.

4. Leveraging ESHOPMAN for a Seamless Storefront Experience

For HubSpot users operating an online store, ESHOPMAN offers a powerful solution for integrating your storefront data directly into your CRM. ESHOPMAN provides built-in storefront and e-commerce functionality within HubSpot, allowing you to track customer purchases, order history, and other key e-commerce data directly within the contact record. This eliminates data silos and provides a comprehensive view of your customers' interactions with your business.

Using a free online shop maker like ESHOPMAN, you can seamlessly connect your e-commerce activities to your HubSpot CRM, enhancing your sales and marketing efforts.

Conclusion: Empowering Your Sales and Marketing with Unified Data

By implementing these strategies, you can unlock a 360° view of your customer data within HubSpot, empowering your sales and marketing teams to make more informed decisions, personalize interactions, and drive revenue growth. Whether you choose to leverage custom reports, sync properties, customize record layouts, or integrate your storefront with ESHOPMAN, the key is to break down data silos and create a unified view of your customer relationships.