In your HubSpot CRM, objects represent business relationships and processes (e.g., contacts, deals). Each object has individual records which can be associated with records of other objects (e.g., Lorelai Gilmore is a contact associated with the company The Dragonfly Inn). On each record, information is stored in properties and interactions are tracked through activities. Every HubSpot account includes certain objects, properties, and activities by default, but depending on your subscription, you can also create custom properties and custom objects.
The data model overview displays the relationships between your account's unique objects, properties, and activities, which can help you better set up imports, reports, and automation moving forward.
In your HubSpot account, navigate to Reports > Data Management > Data Model.
By default, the first time you view the data model overview, all objects and activities are displayed.
To manage which objects and activities are included, click the Filter by dropdown menu:
To show or hide an individual object/activity, select or clear its checkbox.
To show or hide an entire group of objects or activities, select or clear the checkbox next to the group heading (e.g., CRM objects, Custom objects, Activities).
Hover over or click an object or activity card to view its relationships. When you click a card, the following will occur based on the object's associations:
If the selected object/activity does have existing associations with another object or activity, the associated card is highlighted and lines appear to show the connection.
If the selected object/activity doesn't have existing associations with an object or activity, the associated card is blurred and there is no connecting line.
For objects, calls, and tasks, click [x] records on the card to navigate to an index page view of all the object's records.
To view more information about an object or activity's properties and associations, click View details. In the right panel:
On the Properties tab, view all of the object's properties. Click the number in the Used in column to view where the property is currently being used. To manage the properties, click View [object] propertysettings.
Click the Associations tab to view the object's defined associations and association labels. Click the Select object associations dropdown menu to update the specific object relationship you're viewing. To manage associations, click View association settings.
For activities, view how many activities of that type have been created and review the activity's properties.