In HubSpot, properties hold information about a contact, company, deal, or ticket. For example, a contact record's First name property holds the contact's first name, while the Contact owner property contains the HubSpot user who interacts with the contact regularly.
In addition to HubSpot's default contact properties, default company properties, default deal properties, and default ticket properties, you may need properties that resonate more closely with your particular industry or marketing/sales funnel. As a result, you can create properties of your own.
Before getting started, check out this blog post for additional context on the importance and use of custom properties.
- In your HubSpot account, click the settings icon settings in the main navigation bar.
- Navigate to Properties in the left sidebar menu.
Once in your property settings, click the tab of the record type you'd like to edit or create a property for. In the example below, the Contact properties tab is selected. Here, you'll see all of your contact properties. You can hover over a contact property and click Edit, Clone, or Delete. Default HubSpot properties cannot be cloned or deleted.
Click Create a property in the upper right-hand corner to create a new contact property. A right sidebar menu will appear where you can fill in additional information about the property:
- Label: a brief description of the property that will appear internally on contact profiles. The label will also be the external default form field label for the property when used as a field on a HubSpot form (Marketing users only).
- Internal name: the API identifier for the property. It’s unique and not editable once created. It's automatically determined based on the original label that you set for a contact property. If the custom property is created by the Salesforce connector, HubSpot automatically appends a "__c" to the end of the HubSpot property name (Salesforce custom field names also use the same naming convention).
- Description: a short explanation of the property for internal use only.
- Group: your properties are all stored in groups so that you can keep your database well-organized. Select a default group or one of your custom groups.
- Field type: properties should have a different field type depending on the type of information they will store. The different field types are:
- Single-line text: single-line text properties can contain a string of any alphanumeric characters, such as a word, a phrase, or a sentence.
- Multi-line text: multi-line text properties can contain several strings of alphanumeric characters, such as a paragraph or list of items.
- Dropdown select: dropdown selects contain several specific options, and the visitor is limited to selecting only one of the options.
- Radio select (select a single option): radio selects act the same way as dropdown selects, but appear differently in forms. They also contain several concrete options and the visitor can select only one of the options.
- Multiple checkboxes: multiple checkboxes contain several specific options that are usually related. You might be used to seeing these fields with the help text Check all that apply.
- Single checkbox: single checkbox fields only have two options, on or off. They are typically used if you are integrated with Salesforce and need a field that is either checked or unchecked.
- Number: number fields can contain any string of numerals or numbers written in decimal or scientific notation.
- File (contact properties only): file fields are used to allow visitors to upload files and provide you with a link through a form submission. The uploaded file's link is available from the individual's contact record.
- Date picker: date picker fields are used to allow visitors to input a specific date in a standard format that can be segmented on.
- HubSpot user: this property type allows you to select a user from your account as the value. This can be useful if another user in your account is not the owner of a contact or company record, but plays a role in interacting with the record.
- Show in forms: toggle this switch on/off depending on if you would like this property to be used in your marketing forms.
Click Create to save your new property.
Once your new property is saved, you can find it on the associated record. For example, if you created a contact property entitled Product you're interested in, you can find it on your contact records by following the steps below:
- Navigate to your contacts.
- Click on the name of a contact record.
- In the About section on the left-hand side of the contact record, select View > View all properties.
- In the sidebar menu on the right, use the search bar to search for your property. Hover over your property and click on the pencil icon to type in a value. Then click Save.
You can also set your custom properties to appear in your contacts' About section by default.