Custom Data Tables

Is there a mechanism for including custom data tables that can then be used for list segmentation and reporting? I know we can include custom properties, but I want something like this under a single contact record:

event name | event location | event date | registered? | attended?
Gallery Walk | Lagunas | 4/2/2019 | Y | N
Fundraiser | PICA | 4/2/2019 | Y | Y

And then be able to create a list segment with every contact that both registered and attended an event in 2018 (for example). This is a feature supported by Salesforce (ick) and NeonCRM, and I’m hopeful that there’s a way to achieve this in HubSpot.

Also, I know that I can create a tile/card/whatever that displays this information from a separate db, which is useful for painting a picture of an individual record, but I really, really want to be able to report and segment on these custom tables. Thanks!

The short answer is, no. HubSpot has no built-in functionality to add custom data tables in the CRM.

There are integrations that allow this functionality. However, doubtful if HubSpot reporting will support these customizations.

- see [HubSpot Connect] CData Integration

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Best,
Frank

Chief HubSpot Consultant

#hsc-li




MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

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