Define your data model with recommendations

You can apply data model recommendations that automatically create objects, properties, pipelines, and associations relevant to your industry. Using a recommendation, you can skip the manual work of setting up your data model and more efficiently and reliably track data in your CRM database. You can also generate data model recommendations with HubSpot's AI.

If you don't want to apply all elements of a recommendation, you can save them as a template, and apply the changes later.

Apply a recommendation with HubSpot's AI

You can generate data model recommendations using HubSpot's AI. This allows you to view object, association, pipeline, and property recommendations specific to your business needs. This means recommended relationships between records (e.g., contacts, services), custom properties to track desired data points (e.g., service offerings), and pipeline stages relevant to your business will be generated. If you need to make changes to the recommendations (e.g., rename a property or its values) or not include some elements, you can do so.

For example, you run a landscaping business. You may see the following recommendations: contacts and services as associations, custom pipeline stages for deals (e.g., negotiation, contract sent), or custom properties (e.g., a dropdown property displaying your service packages).

To generate a recommendation with HubSpot's AI:

1. In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly.
2. In the Build your data model with AI section:
   • Enter a prompt, then click Get data model recommendations now. (e.g., I own a coffee roastery that operates in the U.S. and am onboarding my sales and marketing teams to HubSpot.)
   • Generated recommendations will appear in Breeze Assistant.
   • You can review them, and apply or ask Breeze to save the template as a draft. The saved templates will be available on the same page for future use.
   • A banner will appear when the recommendation is applied successfully. To view more information about an object created or impacted by the recommendation, click the Settings link.
   • Once you’re finished, click Done.