We manage our client’s information from our small architectural office with a system we built years ago. This system connects to the City’s public database to keep our project’s information updated. Let’s say, if a project gets approved by the City, our system will automatically update the status of the project to “approved.” Our system will save the update for every new project’s status or every comment we get from the City. The following day our customer service will see a list of clients with their respective project’s updates so they can call them and discuss everything that happened the day before.
I understand I will need to build an integration between HubSpot API and the City’s public database API. But before I do that, I want to understand how the project’s updates should be treated in HS. Should they be custom contact properties? And how to display the list of clients to be called by our customer service? I would love to do some tests importing contacts and project information from excel to HS and see how it will look. Do you guys have any suggestions? Thank you.
Hi @SB12,
Since the projects move through multiple stages, you could either consider using the deal object to store this project information (available in the free CRM) or create a custom object (requiring an Enterprise license). As an object (both deal and custom), it could move through stages (allowing for tracking progress), have properties and values (for filtering, reporting etc.) and could be associated to other records, such as the list of clients (contact or company records). Project updates would be engagements (notes, tasks, calls, meetings, emails) on the deal or custom object.
Let me know if you have any follow-up questions!