CRM

NLevy5
Member

Inventory Management as an Object

Hi

 

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.

 

Any insight would be much appreciated.

 

thanks

Nadia

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johnelmer
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Inventory Management as an Object

@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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NLevy5
Member

Inventory Management as an Object

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

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