Record Customisation

Tailor every HubSpot record to show exactly waht each team needs to see

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Customising HubSpot records

HubSpot’s Record Customisation tools let you control the layout and content of contact, company, deal, and ticket records.

In just a few clicks you can:

  • Add and reorder sections on the left-hand panel

  • How or hide fields using conditional logic

  • Build team-specific views so each department sees only what matters

  • Create custom tabs and cards in the centre panel for reports, activities, or highlights

This is especially helpful for busy education teams who need key information at a glance without digging through every property.

Watch the Demo

In this  video, we walk you through how to customise the left, middle, and right sections of a HubSpot record, add conditional logic, and create team views.

Why It’s Helpful in Education 

Marketing, admissions, and senior leaders often need to quickly understand a contact’s journey - whether they’re:

  • Reviewing an applicant

  • Responding to a parent query

  • Preparing for an open-day follow-up

With Record Customisation you can:

  • Instantly surface critical details like enquiry status, key documents, or medical information

  • Spot engaged families without hunting through properties

  • Stay aligned as a team - everyone sees the same high-value data in one place

Use cases

Admissions Team

Marketing Lead

Customer Service

admissions-1
marketing leads
Customer service

Show enquiry details, application status, and required documents in a single “Applicant Info” section

Highlight lead-magnet interactions or recent form fills to gauge interest at a glance.

Display contact history and association labels (e.g. “Mother”, “Sibling”) before a support call.

Featured highlights

Left-hand panel: Create sections (e.g. “Documents”, “Medical Info”) and colour-code dropdowns/multi-selects so key data stands out.

Conditional logic: Display sections only when a property meets certain criteria (e.g. Show Sixth Form details if Year Group = Year 12).

Team views: Build unique record layouts for Admissions, Marketing, Finance, etc., ensuring each team sees only what’s relevant.

Middle panel tabs: Add custom tabs (Admissions Info, Finance Data, Marketing Metrics) with cards for activity totals, association tables, stage trackers, or even embedded single-object reports.

Right-hand panel: Surface key associations and labels (e.g. primary contact, sibling, school contact) for instant context.

Top Tip from the HubGem Team

 

Create a “Documents” section with conditional logic so it only appears when the “Has Uploaded Documents” property is true. It keeps records clean and ensures staff see the section only when needed.
Gemma Woods,
Senior HubSpot CRM Consultant

Want to learn more?

Ready to see how Record Customisation (or any HubSpot feature) can transform your admissions and marketing processes?

Book an Exploratory Call

Our team will walk you through:

  • How to tailor HubSpot records for your specific workflows

  • Best practices for education organisations

  • Next steps for implementing or optimising your HubSpot portal

No obligation - just a friendly conversation to explore possibilities.

What Our Subscribers Say

Their expertise, professionalism, and dedication to ensuring we receive top-class support have helped us massively and we couldn’t be more grateful for their support. They bring a wealth of knowledge, a solutions-focused approach, and a genuine passion for what they do, making all interactions with them a really smooth and enjoyable process.

O'Toole, M. | EDelia

They helped us not only get set up and settled in but figure out some unique solutions to challenges we faced. They showed expertise in every facet of HubSpot, but especially in 3rd party apps, helping us organise the back end of our open days and clear up duplicates. I would have a hard time saying anything less-than-stellar about them or our onboarding experience!

Vigh, A. | Warwick Schools Foundation

We’ve had an incredibly positive experience with HubGem. From the start, the onboarding has been seamless, and the support we've received has been outstanding. Would happily recommend HubGem

Connell, A. | Shrewsbury School

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