Has anyone set up a new object and related properties to track inventory (hardware) that has been deployed to customer sites? We are a MSP and looking to associate the hardware at all our customer sites that we manage with the company records in Hubspot.
@NLevy5 We have recently built this type of custom object as part of an ERP system integration. We call the custom object "Installed Base" and it updates automatically via a one-way sync from the ERP (in this case Sage X3). Do you have an inventory management system you want to connect to HubSpot?
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John Elmer, CEO Bayard Bradford Advanced CRM Implementation | HubSpot Custom Integration Services | Datawarehouse.io Apps for HubSpot Elite HubSpot Solutions Partner > Follow me on LinkedIn
No just using Excel at the moment to manage deployed inventory. I was hoping building an object with a tonne of custom properties could do this for me and not require a separate inventory software