Creating and Editing Custom Properties

A Step-by-Step Guide to Creating and Editing Custom Properties in HubSpot

Introduction:

Custom properties in HubSpot allow you to track and store specific information that is unique to your business. This guide will walk you through the process of creating and editing custom properties, enabling you to tailor HubSpot to your specific needs.

1. Finding the Properties Settings:

• Login: Log into your HubSpot account using your credentials.
• Navigation: Click the settings icon (gear icon) in the main navigation bar. In the left sidebar menu, navigate to "Properties."

2. Creating a New Custom Property:

• "Create Property" Button: Click the "Create property" button in the top right corner.
• Object Type: Select the object type for your property (e.g., Contact, Company, Deal, Ticket).
• Group: Choose the property group where you want to place the property.
• Label and Description: Enter a label and description for your property.
• Field Type: Select the field type for your property (e.g., Single-line text, Number, Date picker, Dropdown select).
• Field Options: Configure any additional field options, such as validation rules or default values.
• Save: Click the "Create" button to save your custom property.

3. Editing an Existing Custom Property:

• Finding the Property: Locate the property you want to edit on the properties settings page. You can use the search bar to find it quickly.
• Opening the Property: Click on the name of the property to open it for editing.
• Making Changes: Make your desired changes to the property settings.
• Saving Changes: Click the "Save" button to save your changes.

4. Important Notes:

• Property Planning: Plan your custom properties carefully to ensure they align with your data tracking needs.
• Field Type Selection: Choose the appropriate field type to ensure accurate data collection.
• Data Validation: Use data validation to maintain data consistency.
• Property Groups: Organize your custom properties into logical groups for easy management.

5. Additional Help:

• HubSpot's help resources are available for further assistance. Use the help search bar to find answers to specific questions.
• You can also search for 'custom properties' in the Hubspot Academy to access video tutorials and guides - https://app.hubspot.com/academy/23487903/results?search=custom%20properties

6. Growth Opportunities:

• Advanced Property Logic: Explore advanced property logic, such as using calculated properties and dependencies.
• Property Integrations: Learn how to integrate custom properties with other tools and platforms.
• Property Reporting: Investigate how to use custom properties in reports to gain deeper insights.