hubspot company timeline


Example use case: You want to better segment your contacts based on their interactions with your company and content. The action should be something like viewing a video, registering for a webinar, filling out a survey, etc. For authentication, we'll use your developer API key.You can see all event types defined for an app via this Once you've defined an event type, it's likely that you'll want to define properties for it as well. Free and premium plans.Software for providing first-class customer service. Are you interested in building one for your HubSpot site? Learn how you can The middle panel shows activities relating to the company chronologically, with the latest activity at the top.If you want more space to view the record's timeline, you can collapse the right panel by clicking the You can filter these activities in the following ways:In the right panel, view the other records and tools associated with the record. Applies to: Filter the timeline on a contact, company, deal, or ticket record to display specific types of activities. This is where Which will result in a timeline event that looks like:To add visual appeal to your timeline items, you'll want to add a custom icon.Clicking on 'Show details' renders the details template:If an event property is stamped to a custom property, and that custom property is not present for a HubSpot account, then the value will still be set for the event, but it will be ignored for the object that the event is created for.

To create an event for a HubSpot account, it will need to grant access to your application via This is preferred if you know the exact time an action occurred. See Each event type contains its own set of properties and templates. Get started with free tools, and upgrade as you grow.
If you want more space to view the record's timeline, you can collapse the right panel by clicking the last icon at the top of the panel, and expand the panel again by clicking the first icon. Imagine building a shortcut to convert prospects to "friends" on one single page. The middle panel shows activities relating to the company chronologically, with the latest activity at the top. The examples below assume we're working with the contacts event type created above. This commonly happens in cases where adding the event will actually create a contact--you'll likely want to update the first and last name properties on the contact so that you don't just create a contact with only an email address and an event.You can stamp data onto the associated object from an event by mapping your event properties to contact, company, or deal properties.You may need to add detail data to an event that doesn't fit the simple property-value structure used by the event type properties. To include an activity type on the timeline, select the corresponding checkbox. In your HubSpot account, navigate to your contacts, companies, deals, or tickets. You'll find multiple use cases for this API in the sections below. Click on the placeholder image or the existing icon to set or update the icon.Once you set the icons, they will be shown next to all of the timeline events associated with this application: It cannot be used in either the header template or in list segmentation.To set the icon used for timeline events, go to the Timeline events menu item. Use the 'Create event type' button to create a new event type for this app. One fantastic way to hook them is to tell them about your company's history. The best way to showcase your history is with a timeline.

In the CRM timeline, events are filterable by application.In addition to using the API to create and manage timeline event types, you can also manage event types in your HubSpot developer account.When viewing the settings for your app, navigate to Timeline events using the sidebar navigation.

The left panel shows the contact record's properties and actions you can perform with the record. Activities on your company timeline.

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hubspot company timeline