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Work with records in the HubSpot mobile app

Last updated: September 8, 2021

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 desktop.

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 can't be created or edited in the mobile app without an internet or data connection.

  • Open the HubSpot app on your mobile device.

  • Navigate to your records:

navigation-bar-mobile-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: on an Android device, tap More in the bottom navigation menu, then tap Tickets. If you use an iOS device, learn how to create tickets with the tickets on iOS beta.

    • Custom objects: on an Android device, tap More in the bottom navigation menu, then tap Custom objects. Custom object records are view only on iOS, and can only be accessed through associated records. 
  • 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 adjust which records you view:

filter-records-on-index-page-mobile-appScreenshot from iOS app

    • To filter by one of your existing saved views, tap the All [records] dropdown menu and select a view.
    • 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. Deals will only be displayed in the board view on the mobile app.

Please note: ticket pipelines are only supported in the Android mobile app. To create or edit an individual ticket record in the mobile app on iOS, learn more about the tickets on iOS beta.


add-record-androidScreenshot from Android app

  • To add a new record:
    • On iOS, tap the + add icon in the top right.
    • On Android, tap the [contacts companies tickets deals ] object icon in the bottom right.
    • Fill in the required properties, then tap Save in the top right.
  • To view or edit an individual record, tap the record's name.
  • Tap the About tab to edit a record's properties:
    • On an Android device, you can tap a property to edit its value.
    • To edit all properties, tap Edit to the right of 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 to the right of 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:

navigation-bar-mobile-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: on an Android device, tap More in the bottom navigation menu, then tap Tickets. If you use an iOS device, learn how to associate records with tickets using the tickets on iOS beta.

    • Custom objects: on an Android device, tap More in the bottom navigation menu, then tap Custom objects. Custom object records are view only on iOS, and can only be accessed through associated records. 
  • 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 with the tickets on iOS beta

  • 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 remove an association, tap the X to the right of an associated record's name. Tap Remove to confirm.

Activities on records in the mobile app

You can also add or view activities within each record's activity timeline.

  • Navigate to your records:

navigation-bar-mobile-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: on an Android device, tap More in the bottom navigation menu, then tap Tickets. If you use an iOS device, learn how to create tickets with the tickets on iOS beta.
    • Custom objects: on an Android device, tap More in the bottom navigation menu, then tap Custom objects. Custom object records are view only on iOS, and can only be accessed through associated records. 
  • Tap the name of the record you want to view or add activities on.
  • You can initiate certain activities at the top of contact, company, and deal records:
    • 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 records in the Android app, tap calling Call to call a contact associated with a deal.

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.

Please note: if you're in the Android app, the activities you select to appear on a record timeline will apply to all records of that object. For example, if you select to only see calls and emails on the timeline of a contact record, you will only see calls and emails on all contact records within the app.

  • 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 its details to delete the activity. In the dialog box, tap Yes to confirm.
    • 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 from the HubSpot mobile email composer.
    • 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.
  • 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.
    • View, share, or delete quotes.
      • Tap the Quotes tab.
      • Tap a quote to view more details.
      • Tap the verticalMenu menu icon to copy a sharable link, download, recall, or delete the quote.

Use tickets in the mobile app on iOS (BETA)

Tickets are currently supported with limited functionality in the iOS app through a BETA. To request access for your account, reach out to your Customer Success Team or Manager.

To use tickets in the iOS app:

  • Navigate to your records:

    navigation-bar-mobile-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.

    • Custom objects: on an Android device, tap More in the bottom navigation menu, then tap Custom objects. Custom object records are view only on iOS, and can only be accessed through associated records. 
  • Tap the Associations tab.
  • To create a new ticket for a record, tap Add tickets, then tap Create new ticket. Enter the required details for your ticket, then tap Save in the top right.
  • To associate an existing ticket to the record, tap the checkboxes next to the name of the tickets. When you're done, tap Done in the top right.
  • To remove an associated ticket, tap the X to the right of the tickets name.
  • To view or edit an existing associated ticket, tap the name of the ticket.
  • To edit the status of the ticket, tap Status under the ticket's name, then tap the status you want to move the ticket to.

edit-ticket-record-ios-mobile-app

  • You can also edit the ticket's associations, or edit the ticket's properties. To edit the ticket's properties:
    • Tap the About tab, then tap Edit to the right of About this ticket.
    • Tap a property to edit its value. You can use the search bar at the top to search for a specific property, or click 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.
  • To delete a ticket, tap the About tab, then tap Edit to the right of About this ticket. At the bottom, tap Delete. In the pop-up box, tap OK to confirm.