A unique migration using HubSpot custom objects
With over 40 years of seafaring expertise, Oyster Yachts design, built, and broker luxury sailing yachts, and provide after-sale support and maintenance. They approached Blend to support their migration from Microsoft Dynamics to HubSpot CRM.
Oyster Yachts had a unique challenge. As a broker, they needed to be able to track the ownership of each boat as it is sold from one contact to another. To do this, they needed to see who the current and previous owners of each boat were, and which boats each contact had owned. They also needed to store boat specification details and make these visible to users.
To achieve this, we needed two custom objects:
- Ownership property - a record of who has owned the boat.
- Boat property - a list of specific details for each boat.
These also needed to be associated with a contact record (customer details). While this was possible in Microsoft Dynamics, the functionality wasn’t yet available in the HubSpot CRM.
Building a custom HubSpot app integration
In collaboration with the team at Oyster Yachts, we mapped out the necessary objects, properties, and relationships within an Entity Relationship Diagram.
We built a custom HubSpot integration exclusively for Oyster Yachts, that allowed them to track historic boat ownership. As the solution required a secondary server and wasn’t natively supported by HubSpot, this was a temporary fix until HubSpot rolled out custom objects.