HubSpot’s New Projects Object: A Game-Changer for Service Businesses скачать в хорошем качестве

HubSpot’s New Projects Object: A Game-Changer for Service Businesses

HubSpot has introduced a new default object called Projects. Unlike ticket hacks, Projects are purpose-built for tracking client work with tasks, pipelines, and even Gantt views. In this video, CJ walks through activating the object, customizing records, and how it compares to tickets. Why This Matters: Purpose-built for project and service tracking (not just hacked ticket pipelines) Enables automation and workflows tied directly to projects Natively supports tasks + Gantt view for better visibility Opens up new ways for service businesses and agencies to run onboarding and delivery inside HubSpot Who This Is For: Service-based businesses managing client onboarding or projects Agencies delivering retainers or implementations HubSpot admins looking to streamline beyond tickets Teams that are curious if HubSpot can replace their current project management tool 0:00 – Intro & why this update matters 0:36 – What is the new Projects object? 1:12 – Default vs. custom objects in HubSpot 1:56 – Tour of the Data Model tool 2:45 – Activating new default objects in HubSpot 3:36 – Real-world example: Services & projects in The Gist’s CRM 4:42 – Creating a new project record 5:24 – How Projects differ from Tickets 6:21 – Tasks inside Projects & workflow automation 6:53 – Gantt view & project management features 7:32 – Can HubSpot replace project management tools? 8:06 – Final thoughts on the Projects Object 8:14 – Subscribe & The Spotlight newsletter 🚀 Subscribe to The Spotlight: Weekly strategic HubSpot use cases delivered every Monday at 10 a.m.: https://www.thegistinbound.com/resour... 🧠 Work With Us: Need help implementing HubSpot for your business? Start here: https://www.thegistinbound.com/explor... 📌 About The Gist Inbound We’re a HubSpot-certified agency helping service-based companies maximize their use of HubSpot through smarter strategy, implementation, and enablement.