We've loaded our Client Contacts into HubSpot as a Custom Object and associated them with the relevant schools [Companies] they work at. We didn't want the Client Contacts mixed in with Candidates [Contacts] because Sales won't think to filter them when running lists or searching for clients. It's also how our data is structured in Salesforce.
It's become apparent that Sales Hub Tools aren't able to work for Custom Objects? Which means our client contacts can't be sent Templates, enrolled onto client focused sequences, etc etc.
Using custom objects to duplicate contact object behaviour is rather unusual.
Is there any particular reason why you are not using user permissions, in particular the object access, to manage what contacts the sales reps can see and communicate with?
Creating a whole new custom object seems overkill to me compared to applying some ringfencing via permissions and enforcing a simple process.
It's not overkill it took an hour or two to create and configure my custom object. Which is now totally redundant anyway as you can't use Sales Hub Tools with it.
Regardless, we need people to be able to access Candidates and Clients, but not within the same pot. We don't trust that our Sales users would effectively filter groups out.
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