An entity is used to model and manage business data in CRM.
Contacts, Cases, Accounts, Leads, Opportunities, Activities, etc. belong to entities that hold data records. A CRM entity is equivalent to a database table. For example, a Contact entity would hold Contact records, a Case entity would hold Case records, and so on.
You can have both: out-of-the-box entities and custom entities.
For example, assume you are attempting to keep up with the company data your customers have a deal with. To do this, you will use the out-of-the-box Contacts entity to store customer data. But where would you store the company data?
There’s no entity you can use to store company data. You will create a new custom entity called Companies and relate it to the existing Contacts entity.
Trujay includes a wide range of entities such as Account, Attachment, Call, Campaign, Case, Contact, Email, Opportunity, etc.
Now, Trujay has two new entities: Tag and Ticket. The Tag entity already existed on several platforms. The Ticket entity is a recent development for HubSpot CRM.
By creating this, we ensure that the migration process is more convenient and multifunctional for our customers.