Building a 360° Contact Profile in HubSpot

Because a name and an email aren’t enough to close a deal.

If your sales rep has to jump between tools to understand who a lead is, your CRM is falling short.

A 360° contact view means you can see:

• What they did
• What they want
• What your team already knows

All in one place. HubSpot gives you the tools to create this view—but only if you set it up intentionally.

What Does a 360° Contact Profile Include?

An accurate full-funnel profile should show:

• Basic info: Name, company, email, phone, job title

• Engagement: Emails opened, forms submitted, pages viewed, meetings booked

• Deal activity: Open deals, past deal history, deal amount, stage

• Lifecycle status: Where they are in your funnel

• Communication history: All emails, calls, tasks, and notes

• Source: Where they came from and how they found you

• Custom fields: Product interest, budget, pain points, trial usage, etc.

This isn't fluff—this is what enables better conversations, faster closes, and more context-driven marketing.

How to Build It in HubSpot

1. Use Custom Properties Wisely
   Create fields for high-value data, such as goals, challenges, budget, and use case.

2. Track Page Views & Activity
   Enable tracking to see who’s visiting your pricing page, blog, or product documentation.

3. Connect Emails, Meetings & Calls
   Sync Gmail or Outlook, integrate meeting links, and automatically log all interactions.

4. Tie Contacts to Companies + Deals.
   This provides your team with visibility into company-level information and revenue opportunities.

5. Use Notes & @Mentions for Collaboration
   Sales, support, and marketing can add insights and tag each other for a seamless handoff.

6. Add a Lead Score
   Use HubSpot scoring to identify who is most engaged and qualified instantly.

Bonus: Use Contact Views to Prioritise Work

Create filtered views in the CRM like:

• High Intent Leads (Visited Pricing Page)
• Hot MQLs with No Sales Follow-Up
• Existing Customers Engaged Last 7 Days

These views let your team act on the profile, not just admire it.

Final Thought

Every contact is more than a name and an email.

When your team has a 360° view, they don’t waste time guessing, hunting, or assuming.
They engage smarter and close faster.

HubSpot makes this possible. You have to set it up right.