Objects Cheat Sheet 2024 - A Crash Course in HubSpot Architecture

Sep 13, 2026

Goal-oriented mapping of HubSpot objects based on what outcomes teams want to achieve, guiding users to the most relevant object categories for their tasks. Covers core experiences such as filtering, sorting, and assigning through standardized index pages, plus record-page structure including left/middle/right columns, custom tabs, and association panels. Also details bespoke and preview-only record behaviors, then connects these object types to reporting, automation, and integration concepts for practical CRM execution.

LanguageEnglish

CategoryGeneral

FormatPDF

Pages35

Reading Time12 min

AccessFree to download

Filter, Sort, and Assign

Index Pages

Records

Customize and Collect Data

Report and Analyze

Automate

Integrate

Objects Cheat Sheet A Crash Course in HubSpot Architecture By: Kyle Jepson Introduction to Objects “How many objects are there in HubSpot?” The answer depends entirely on what you mean by object. This document takes a goal-oriented approach, meaning that it organizes HubSpot objects by what you’re trying to accomplish with them. Like if you’re wanting to ﬁlter, sort, and assign records to owners, you’ll have a different list of objects than if you’retrying to automate processes. To get the most out of this cheatsheet, think about what you’re trying to do and then go to the relevant section to see what objects are available to you. Contents 01 Filter, Sort, and Assign Index Pages Records Owners 02 Customize and Collect Data Properties Importing Forms 03 Report and Analyze Prebuilt Reports Single-Object Reports Custom Report Builder 04 Automate Workﬂows 05 Integrate APIs CLICK HERE FOR A SUMMARY Filter, Sort, and Assign Back to Contents Filter, Sort, and Assign Index Pages The CRM has standardized index pages for many objects. An index page let’s you… ● Switch between index pages using the drop down in the top left ● Filter and sort by any property ● Add and remove columns ● Take bulk actions on records ● Open individual record pages ● Edit property data ● Create saved views Back to Contents Filter, Sort, and Assign Objects with standard CRM index pages: ● Calls ● Companies ● Contacts ● Custom objects ● Deals ● Invoices ● Marketing Events ● Orders ● Payments ● Products ● Subscriptions ● Tickets ● “Object Library” objects ○ Appointments ○ Courses ○ Listings ○ Services Many assets in HubSpot have index pages with the same layout and functionality. These include blog posts, campaigns, CTAs, forms, landing pages, lists, marketing emails, SMS, website pages, and workﬂows. Back to Contents Filter, Sort, and Assign Objects with bespoke index pages: ● Leads ● Quotes ● Tasks? Back to Contents Filter, Sort, and Assign Records The CRM has standardized record pages for many objects. Some deﬁning characteristics of these records are… ● A column on the left side with property values ● A column in the center with recent activities, engagements, and events ● The ability to add custom tabs with additional data to the center column ● A column on the right side with associated records ● Buttons for creating engagements Back to Contents Filter, Sort, and Assign Objects with standard CRM record pages: ● Companies ● Contacts ● Custom objects ● Deals ● Tickets ● Orders ● Carts ● “Object Library” objects ○ Appointments ○ Courses ○ Listings ○ Services Campaigns and Marketing Events have a different full-page record. The similarities between the two are striking, and I wonder if other marketing assets will have similar records in the future. Only time will tell. Back to Contents Filter, Sort, and Assign Objects with preview-only records: ● Calls (recorded calls get a fully bespoke record) ● Invoices ● Payments ● Products ● Subscriptions Back to Contents

FAQs

How should users use this cheatsheet to choose the right HubSpot objects?

Define what you’re trying to do first, then navigate to the relevant section to find the objects that best support that goal.

What capabilities do standardized HubSpot CRM index pages provide?

Users can switch index pages via a dropdown, filter and sort by any property, add or remove columns, run bulk actions, open individual record pages, edit property data, and create saved views.

Which objects are described as having preview-only records?

Calls, Invoices, Payments, Products, and Subscriptions are listed as preview-only record types in the provided content.

Sep 13, 2026

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