This is especially helpful for busy education teams....
Watch the Demo
In this video, we walk you through how the feature works and show you where to find it within your HubSpot records.
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, or preparing for an open day follow-up.
With activity summaries, you can:
Get an instant overview of recent interactions (calls, meetings, form fills)
Spot hot leads or engaged families without digging
Stay aligned as a team - everyone sees the same headline info
Something along these lines!
Use Cases (examples)
Admissions Team
Marketing Lead
Customer Service
Check whether a parent has opened emails or attended events before you follow up.
Review if a contact clicked on a lead magnet or downloaded your prospectus recently.
Quickly scan interaction history before making a support call or replying to a ticket.
Featured Highlights
See recent emails, meetings, form submissions, and more, summarised automatically
Appears at the top of contact/company records
No setup needed - just log in and view
Works across CRM records: Contacts, Companies, Deals, Tickets
Want to learn more
Ready to see how Record Customisation (or any HubSpot feature) can transform your admissions and marketing processes?
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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
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