Hub

Who Is This Person?

Identity, journey status, and context

2/7
Actions BarCUSTOM

Quick actions: Call, Email, Task, Note, Meeting

About This Contact

Core identity: name, email, phone, job title, lifecycle stage

What's Happening?

Activities, engagement, and timeline

Activities TabPRIMARY

Chronological timeline of all interactions

Recent ActivitiesPRIMARY

Latest interactions at a glance

Upcoming ActivitiesPRIMARY

Scheduled meetings, tasks, and follow-ups

Overview Tab

Data highlights, recent activity summary, key metrics

What's Connected?

Associations and relationships

3/8
Ticket Associations

Support requests and their resolution status

Project AssociationsCUSTOM

Transformation projects and participation

Workflows

Active automation workflows
👥 Customer View Primary 💰 Revenue View Supporting 🧠 Business Context Supporting ⚡ Team Enablement Supporting
Scroll for reference documentation

Associations

How contacts connect to other records in HubSpot

Value Path Configuration

Configure each stage of the customer journey

Implementation Patterns

Common patterns and best practices