Create and manage records in the HubSpot mobile app

Last updated: August 27, 2026

Available with any of the following subscriptions, except where noted:

All products and plans

Additional subscriptions required for certain features

Use the HubSpot mobile app to view and manage your contact, company, deal, ticket, lead, and custom object records from your mobile device. For example, log a call right after an in-person sales meeting, or create a new contact on the spot to keep your CRM current without returning to your desk.

If you’re using HubSpot on your computer, learn how to work with records on the desktop app.

Please note:

Records cannot be created, edited, or viewed in the mobile app without internet or data connection.
Your account may use personalized names for each object (e.g., account instead of company). This article refers to objects by their HubSpot default names.

Filter records in the mobile app

View an object index page in the mobile app to filter records and use saved views. Configurations for saved views (e.g., quick filters, board card layout, table columns) created on desktop sync to mobile, with the first twenty columns displayed for table view. Learn more about creating mobile specific views and customizing the board card layout.

Open the HubSpot app on your mobile device.
Navigate to your records:
- Contacts: In the top left, tap the Menu icon, then tap Contacts in the left sidebar.
- Companies: In the top left, tap the Menu icon, then tap Companies in the left sidebar.
- Deals: In the top left, tap the Menu icon, then tap Deals in the left sidebar.
- Tickets: In the top left, tap the Menu icon, then tap Tickets in the left sidebar.
- Custom objects: In the top left, tap the Menu icon, then tap the custom object in the left sidebar.
In the Search text field, enter a name to find a specific record. If you're using a saved view, the search only locates records within the view's filters.
Tap Add views, then select the views you want to display.
Tap a tab to navigate to an existing saved view.
Tap the Sorted by dropdown menu and select a property to organize your records based on a specific property.
- Tap the property again to change the direction of the sort from ascending to descending.
- Tap View all [object] properties to select other properties to sort by. Tap Apply.
To filter records based on certain property values, tap a property dropdown menu (e.g., Deal owner, Create Date, Last activity date, or Closed date for deals). Select your criteria, then tap Done.
- To remove a specific filter, tap the property dropdown menu, tap Clear all, then tap Done.
- To clear all filters, tap Reset.

In the top right, tap Pipeline, then select the pipeline you want to view for deal, ticket, and custom object records.
In the upper right, tap the bulletListIcon list icon to use the table view type, or tap the gridIcon board icon to use the board view type.
- In table view, you can view a list of all records in the pipeline. This mirrors the displayed properties of the selected saved view.
- In board view, you can swipe to view the records in each stage/status. This mirrors the board card layout configured on desktop.

Search records in the mobile app

Use global search in the mobile app to find records regardless of where you're working in the app.

To search on iOS:

Open the HubSpot app on your mobile device.
In the bottom right, tap the Search tab.
Enter a search query (e.g., HubSpot), then tap Search.

To search on Android:

Open the HubSpot app on your mobile device.
At the bottom, tap the search bar.
At the top, tap the Search tab.
Enter a search query (e.g., HubSpot), then tap the search search icon.

Create records in the mobile app

Subscription required A Starter, Professional or Enterprise subscription is required to use required associations when creating a record.

Manually create new records in the mobile app. For contacts, you can also import contacts from your device, scan a business card, or scan a QR code. To control when additional properties appear, learn how to set up conditional logic for enumeration properties. Learn how to set up required associations when creating records.

Open the HubSpot app on your mobile device.
In the top right, tap the add create icon, then tap the name of the object you want to create.
In the slide-up panel:
- Enter the required properties. Depending on the field type, select an option, enter a value, or upload a file.
- Tap to select the required associations.
- In the top right, tap Save when you're finished.

Please note: if you're on an object's index page, you can tap + [Object] to create a record.

Edit or delete records in the mobile app

Modify existing records in the mobile app to keep your CRM up-to-date while you're away from your computer.

To edit property values for a record:

Open the HubSpot app on your mobile device.
Navigate to your records.
Tap the record's name to view or edit an individual record.
Tap [Stage/Status] under the deal or ticket record's name, then tap the [stage/status] you want to move the deal or ticket to.
To edit a property value:

Tap the About tab.
Tap a property shown.
Enter a value or select an option depending on the field type.
Tap the X to clear the value.
If you don't see a desired property, scroll to the bottom and tap View all properties to edit other properties not shown.

To delete a record:
- In the top right, tap the verticalMenu three vertical dots icon, then tap Delete [record] (e.g., Delete deal).
- In the dialog box, confirm to delete the record.

Configure individual records in the mobile app

View and manage properties, activities, and associations (e.g., deals, quotes, line items) in the mobile app.

Tap the attach attach icon, then select a file from your device or HubSpot files.

You can view and edit a record's existing associations, as well as associate new records in the mobile app. You can also manage association labels after configuring them on the desktop app.

Subscription required A Professional or Enterprise subscription is required to use custom association labels.

Please note: the mobile app can display up to 99 associations on a record. If a record has more than 99 associations, additional associated records won't be shown and will not appear in search results.

To associate records or remove existing associations:

Navigate to your 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.
Tap Add [objects] to associate a new record.
- To associate your record with existing records, search or scroll through the list and select the checkboxes next to the records you want to associate. When you're finished, tap Done in the top right.
- To create a new record to associate, at the top, tap Create new [record]. Enter the new record's information, then tap Save.

Deal record Associations tab in the mobile app showing options to add contacts, companies, deals, tickets, and other records.

Tap the verticalMenu three vertical dots icon to edit an existing association.

- Add association labels: 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 the primary association. In the pop-up box, tap Update.
- Change primary (Companies only): select to set a different company as the primary association. 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.

You can manage existing quotes and line item associations on deal records. For line items, you can add new ones.

To view, share, recall, or delete quotes on deals:

Navigate to the deal and tap the Quotes tab.
Tap a quote to see a preview. If tapping a draft quote, you'll be prompted to edit the quote from your desktop.
Tap the verticalMenu three vertical dots icon to download PDF, copy link, share, recall, view line items or delete. If tapping a draft quote, you can delete or view line items.

To manage line items on deals:

Tap the Line items tab.
Tap + Add line item to add a new line item. Select the products, then tap Next. Enter a quantity, then tap Save.
Tap the line item to view more details about it.
To edit the quantity, tap the verticalMenu three vertical dots icon, then tap Edit quantity. Edit the quantity, then tap Save.
To delete a line item, tap the verticalMenu three vertical dots icon, then tap Delete. In the dialog box, tap Delete to confirm.

Manage activities on records in the mobile app

Add, view, edit, or delete activities within each record's activity timeline.

To add an activity:

Navigate to your records.
Tap the name of the record.
In the upper center section, tap an icon to add an activity. Depending on the object you're viewing, you'll see different options:
- On contact and company records, tap Call to call the contact or company.
- On contact records, tap Email or Text to send an email or text message.
- On deal and ticket records in the Android app, tap Call to call a contact associated with the deal or ticket.

Deal activity view in the mobile app with the More menu open, showing options to log activities or create tasks and meetings.

At the top of the activity timeline, tap the icons to add a note, task, or other activity:
- Tap Add note to add a note to the record. Enter the details, then tap Save.
- Tap Add task to add a task to the record. Enter the details, then tap Save.
- Tap Log activity to log other activities such as meetings, SMS, or postal mail. Select the activity type, enter the details, then tap Save.

To filter which activities appear in the timeline:

Navigate to your records.
Tap the name of the record.
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 left.
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.

To edit or view an activity's details:

Navigate to your records.
Tap the name of the record.
Tap on an activity to edit it or view its details, associations, and comments.

- To edit the activity, tap Edit in the top right. Make your changes, then tap Save.
- To comment on a note, call, email, or meeting, tap Add a comment at the bottom of the screen. In the comment, you can also mention a user by entering @ and searching their name. You cannot edit or delete existing comments on iOS.

Please note: you cannot edit activity attachments in the mobile app.

Logged meeting activity in the mobile app showing date, duration, meeting notes, attendees, and associated records.

To delete or share an activity:

Tap the name of the record.
In the activity timeline, tap the verticalMenu three vertical dots icon in the top right of the activity.
To delete the activity, tap Delete. In the dialog box, tap Delete to confirm.
To share the activity, tap Share, then select an option in the pop-up box, such as message or email.

Manage attachments on activities in the mobile app

You can take photos or add existing ones to activities.

To add photos to an activity in the iOS mobile app:

Navigate to your records.
Tap the name of a record.
Create an activity by tapping an activity icon at the top (e.g., Call, Email, Text, etc.), then enter the details.
Tap the attach attach icon, then select a file from your device or HubSpot files.
Tap the photo icon, then select:
- Choose photo: select a photo from your device.
- Take photo: take a photo then upload it to the activity.

To view attachments included in record activities:

Tap the name of a record.
In the activity timeline, tap on an activity. The attachment displays at the bottom of the pop-up window.

You can add attachments, files, and snippets to activities.

To add attachments in the Android mobile app:

Tap the name of a record.
Add an activity.
Tap the attach attach icon, then select a file from your device or HubSpot files.
Tap the photo icon then select:
- Choose existing: select an existing photo.
- Take photo: take a new photo.
Tap the snippet icon to insert a snippet.

Mobile app screen showing the Add note editor, with the attachment icon highlighted and records associated with the note listed below.

To view attachments included in record activities:

Tap the name of a record.
In the activity timeline, tap on an activity.

GIF image displaying the HubSpot mobile app on iOS. A contact "Nick Halden" is displayed. The user taps a note to view an attached image.

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Table of contents /records/work-with-records-in-the-hubspot-mobile-app?error=error_code Menu

Create and manage records in the HubSpot mobile app

Available with any of the following subscriptions, except where noted:

Filter records in the mobile app

Search records in the mobile app

Create records in the mobile app

Edit or delete records in the mobile app

Configure individual records in the mobile app

Set the default tab

View properties on records in the mobile app

Associate records in the mobile app

Manage quote and line items on deals in the mobile app

Manage activities on records in the mobile app

Add an activity on the mobile app

Filter the activity timeline on the mobile app

Edit or view an activity on the mobile app

Delete or share an activity on the mobile app

Manage attachments on activities in the mobile app

iOS

Android

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