HubSpot CRM

HubSpot CRM centers on objects (contacts, companies, deals, etc.) with properties. Objects link via associations. Use search for queries; fetch for single record by id. Universal fetch/search/delete work across objects.

Data Model

• Contacts — people. Properties define fields.
• Companies — accounts. Associate contacts to companies.
• Deals — opportunities in pipelines. Pipelines define stages.
• Associations — link objects (contact→company, deal→contact). Directional.
• Engagements — emails, calls, meetings, notes, tasks.
• Products, Quotes, Invoices, Orders — sales objects.
• Properties — define object schemas. Discover before filtering.
• Pipelines — deal/quote stages.
• Lists — static or dynamic contact/company lists.

Gotchas

• Property names: Use internal names (e.g. firstname), not labels. Discover schema first.
• Associations are directional: contact-to-company differs from company-to-contact. Use correct association type.
• Pipeline required for deals: Deals need pipeline_id and stage.
• Fetch/search id format: Use object id (numeric). Format may be {objectType}:{id} for fetch.