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Work with records in the HubSpot mobile app

Last updated: October 5, 2022

Applies to:

All products and plans
If you’re on a mobile device, you can interact with your contact, company, deal, ticket, and custom object records in the HubSpot mobile app. You can navigate to your records using the navigation shown below, or by clicking a direct link to a record from another app on your phone.
 
If you’re using HubSpot on your computer, learn how to work with records on the desktop app.

Create, edit, or delete records in the mobile app

You can create new records in the mobile app, as well as edit or delete existing records. Records cannot be created, edited, or viewed in the mobile app without an internet or data connection.

  • Open the HubSpot app on your mobile device.

  • Navigate to your records:

    • In the iOS app:
      • Contacts: tap Menu, then tap Contacts in the left sidebar.
      • Companies: tap Menu, then tap Contacts in the left sidebar. Tap the Companies tab.
      • Deals: tap Menu, then tap Deals in the left sidebar.
      • Tickets: tap Menu, then tap Tickets in the left sidebar.
      • Custom objects: custom object records are view only on iOS, and can only be accessed through associated records. 
    • In the Android app:
      • Contacts: Tap Contacts in the bottom navigation menu. 

      • Companies: Tap Contacts in the bottom navigation menu, then tap the Companies tab.

      • Deals: Tap Deals in the bottom navigation menu.

      • Tickets: tap More in the bottom navigation menu, then tap Tickets.

      • Custom objects: tap More in the bottom navigation menu, then tap Custom objects.
  • Tap the search search icon to search your records. You can also select an existing saved view that you've created on desktop, or sort by certain properties to filter which records appear:
    • To filter by one of your existing saved views, tap the All [records] dropdown menu and select a view

Please note: by default, deals are only displayed in the board view in the mobile app. In the iOS mobile app, the deals board can show up to 10,000 deals per view. For saved views that contain more than 10,000 deals, you may notice a discrepancy in the total deal count per stage when viewing on desktop compared to the iOS mobile app.


    • To organize your records based on a specific property, tap the Sorted by dropdown menu and select a property to sort by. You can use the Sorted by dropdown menu for contact and company records on any device, and for ticket records on Android devices.
    • For deal and ticket records, tap Pipeline in the top left, then select the pipeline you want to view. Ticket pipelines are only supported in the Android mobile app.


add-record-androidScreenshot from Android app

  • To view or edit an individual record, tap the record's name.
  • To edit a deal's stage or a ticket's status, tap [Stage/Status] under the record's name, then tap the [stage/status] you want to move the record to.
  • Tap the About tab to view and edit a record's properties:

Please note: if you've created custom sections for your record, they will not appear in the iOS mobile app, but will appear in the Android mobile app.

    • On an Android device, you can tap a property to edit its value.
    • To edit all properties, tap Edit next to About this [record].

about-tab-mobile-appScreenshot from iOS app

      • Use the search bar at the top to search for a specific property, or tap a property group to view all of the group’s properties.
      • To clear an existing property value, click the property, then click the X to the right.
      • Once you’re done, tap Save in the top right.

edit-record-properties-mobile-appScreenshot from iOS app

  • To delete a record, tap the About tab, then tap Edit next to About this [record]. At the bottom, tap Delete. In the pop-up box, tap OK to confirm.

Associate records in the mobile app

You can view and edit a record's existing associations, as well as associate new records in the mobile app. On iOS, custom object records associated with your contact, company, deal, or ticket records are view only.

To associate records or remove existing associations:

  • Navigate to your records:

    • In the iOS app:
      • Contacts: tap Menu, then tap Contacts in the left sidebar.
      • Companies: tap Menu, then tap Contacts in the left sidebar. Tap the Companies tab.
      • Deals: tap Menu, then tap Deals in the left sidebar.
      • Tickets: tap Menu, then tap Tickets in the left sidebar.
      • Custom objects: custom object records are view only on iOS, and can only be accessed through associated records. 
    • In the Android app:
      • Contacts: Tap Contacts in the bottom navigation menu. 

      • Companies: Tap Contacts in the bottom navigation menu, then tap the Companies tab.

      • Deals: Tap Deals in the bottom navigation menu.

      • Tickets: tap More in the bottom navigation menu, then tap Tickets.

      • Custom objects: tap More in the bottom navigation menu, then tap Custom objects.
  • Tap the name of the record you want to add or edit associations for.
  • Tap the Associations tab.
  • Tap the name of an associated record to view its record.

record-associations-mobile-app

Screenshot from iOS app

  • To associate a new record, tap Add [objects].
    • At the top, tap Create new [record] to create a new record to associate.
    • Search or scroll and tap the checkboxes next to existing records you want to associate your record with. Once you're done, tap Done in the top right. 
  • To edit an existing association, tap the verticalMenu menu icon.
    • Add association labels (Professional and Enterprise only): select to add or remove association labels. Labels must be set up on desktop before they can be added or removed on mobile.
    • Make primary (Companies only): select to make this company association primary. In the pop-up box, tap Update.
    • Change primary (Companies only): select to set a different company association as primary. On the Change Primary screen, tap the name of the new primary company. The previous company will still be associated to the record, but will no longer be primary.
    • Remove association: select to remove the association from the record. Tap Remove again to confirm. If the association you’re removing is a primary company, choose a new primary company.

ios-associations

GIF from iOS app

Activities on records in the mobile app

You can also add or view activities within each record's activity timeline. Activities created by your connected Marketplace apps will not appear in the mobile app timeline. Learn how to view these activities on the desktop app.

  • Navigate to your records:

    • In the iOS app:
      • Contacts: tap Menu, then tap Contacts in the left sidebar.
      • Companies: tap Menu, then tap Contacts in the left sidebar. Tap the Companies tab.
      • Deals: tap Menu, then tap Deals in the left sidebar.
      • Tickets: tap Menu, then tap Tickets in the left sidebar.
      • Custom objects: custom object records are view only on iOS, and can only be accessed through associated records. 
    • In the Android app:
      • Contacts: Tap Contacts in the bottom navigation menu. 

      • Companies: Tap Contacts in the bottom navigation menu, then tap the Companies tab.

      • Deals: Tap Deals in the bottom navigation menu.

      • Tickets: tap More in the bottom navigation menu, then tap Tickets.

      • Custom objects: tap More in the bottom navigation menu, then tap Custom objects.
  • Tap the name of the record.
  • At the top of contact, company, and deal records, start a call, text, or email:
    • On contact and company records, tap calling Call to call the contact or company.
    • On contact records, tap email Email or bubble Text to send an email or text message.
    • On deal and ticket records in the Android app, tap calling Call to call a contact associated with the deal or ticket.

android-contact-record

Screenshot from Android app

  • To filter which activities appear in the timeline, tap the Filter activity dropdown menu, then tap to select or clear a specific activity type. A certain activity type will be included in the timeline if there is a success checkmark on the right. When you're finished, tap Done in the top right. The activities you select to appear on a record timeline will apply to all records of that object.
  • At the top of the activity timeline, tap the icons to add a note, activity, or task to a record. If you're using the mobile app on an Android, you can use snippets to quickly enter a reusable block of text to the activity details, add attachments by taking a picture on your device, or set an activity outcome and type.
  • Tap on an existing activity to view its details.
    • On iOS:
      • Tap Close in the top left of the details to close the activity.
      • To delete the activity, tap Delete in the top right to delete the activity. In the dialog box, tap Yes to confirm.

Please note: on an iOS device, existing activities on records are read only.


    • On Android:
android-logged-meeting-cropped

Screenshot from Android app

      • Tap Edit in the top right to edit the activity's details.
      • To comment on a note, call, email, or meeting, tap the activity and tap Add a comment at the bottom of the screen. In the comment, you can also mention a user by typing @ and searching their name
      • To view the comments on a note, call, email, or meeting, tap the activity and tap View comments.
  • To delete or share an activity in the Android app, tap the verticalMenu menu icon on the activity in the activity timeline. To delete, tap Delete, then in the dialog box, tap Delete.
  • You can also tap certain properties to start an activity. On the record, tap the About tab, then select one of the following properties to complete the action:
    • Tap the Mobile phone number or Phone number property to start a call to that number. You can start an outbound call to a contact or company via these properties without an internet or data connection.
    • Tap the Email property to send a new tracked email.
    • Tap the Website URL property to open that web page.
    • Tap the Street address property to search Apple Maps or Google Maps for that address.
  • To view, share, or delete quotes:
    • Tap the Quotes tab.
    • Tap a quote to view more details.
    • Tap the verticalMenu menu icon to copy a shareable link, download, recall, or delete the quote.
  • In the Android app, you can also view attachments included in record activities.
    • To view attachments, tap the Attachments tab.
    • Pinch and zoom on your device's screen to preview an attachment.
    • Tap an attachment to view more details.
    • Tap the verticalMenu menu icon to copy a shareable link, navigate to the activity the attachment is associated with, or delete the attachment.
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