Collection / Manufacturing
Ten HubSpot use cases for manufacturers.
Ten jobs a manufacturer runs in HubSpot, from dealer registration to the work that stays in ERP.
Distributor and dealer portal
Registration and status for the channel.
RFQ to quote
An RFQ custom object, a required spec property, and a quote only after engineering marks it ready.
Configurable products
Options as line-item properties for simple configurations. A CPQ app when rules start excluding each other.
After-sales tickets
Ticket associated to the shipped order ID. Warranty status is a property synced from ERP, not retyped.
Territory by region and product
Plants and product families rarely share one map.
Spare-parts agreements
The renewal pattern, pointed at a service contract instead of software seats.
Trade show follow-up
Badge scans become contacts with a show property and a next-day task.
Inventory balances
Show available-to-promise if you must. Do not let reps edit the count in HubSpot.
Dealer scorecards
Location records with last-order date and open pipeline. Same shape as a franchise.
Field service visits
A job object for the engineer on site. Parts consumed go back to ERP.