Creating custom properties in HubSpot CRM allows you to capture specific data that is unique to your business needs. These properties help you organize and manage your contacts, companies, deals, and tickets more effectively. Here’s a step-by-step guide on how to build properties in HubSpot CRM.
– Login to HubSpot: Log in to your HubSpot account.
– Go to Settings: Click on the settings icon (gear) in the top right corner of the dashboard.
– Select Objects: In the left sidebar menu, click on “Objects.”
– Choose Property Type: Select “Contacts,” “Companies,” “Deals,” or “Tickets,” depending on where you want to create the custom property.
– Properties: Click on “Properties” to view and manage existing properties.
– Create Property: Click the “Create property” button at the top right of the properties page.
– Object Type: Choose the object type (Contacts, Companies, Deals, or Tickets) for which you’re creating the property.
– Group: Select the appropriate group where this property will be categorized, such as “Contact Information” or “Deal Details.”
– Label: Enter a name for your property. This label should be clear and descriptive.
– Description: (Optional) Provide a description to explain the purpose of the property. This can help your team understand its use.
– Field Type Options: Choose the type of field that best fits the data you want to collect. Options include:
– Single-line text: For short text entries.
– Multi-line text: For longer text entries.
– Dropdown select: For predefined options.
– Multiple checkboxes: For selecting multiple options.
– Single checkbox: For yes/no or true/false options.
– Number: For numerical entries.
– Date picker: For selecting dates.
– File: For uploading files.
– Predefined Options: If you selected a dropdown or checkbox field type, add the options that users can choose from.
– Default Value: (Optional) Set a default value if applicable.
– Unique Value: Specify if the property should have a unique value for each record.
– Required Field: Decide if this property should be a required field when creating or editing a record.
– View/Edit Permissions: Set permissions for who can view and edit the property. This helps control access and maintain data integrity.
– Review and Save: Double-check your settings and click the “Create” button to save the property.
– Implementation: Your new property is now available for use. You can start adding data to it in contact, company, deal, or ticket records.
– Custom Forms: Incorporate the new property into forms to capture information from your leads and customers.
– Automation and Workflows: Utilize the property in your workflows to automate processes and personalize communications.
Building custom properties in HubSpot CRM is a straightforward process that enhances your ability to capture and manage specific data relevant to your business. By following these steps, you can create properties that fit your unique needs, streamline data entry, and improve overall data management. Whether you’re organizing contacts, tracking deals, or managing tickets, custom properties help you get the most out of your HubSpot CRM.
