Contacts

Create custom properties

Last updated: September 28, 2018

free

In HubSpot, properties store information about a contact, company, deal, or ticket. Your HubSpot account includes a number of contact, companydeal, and ticket properties by default. However, you may need additional properties to gather information for your business's marketing, sales, and service processes. 

To create a new custom property, navigate to your property settings: 

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Properties.
  • Click the tab of the record type you'd like to create a property for.
  • Click Create a property in the upper right. In the right pane, set up your property: 
    • Label: a brief description of the property that will appear internally on records. The label will also be the external default form field label for the property when used as a field on a HubSpot form.
    • Internal name: the API identifier for the property. This is unique and not editable once the property is 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 them organized. Select a default group or one of your custom groups.
    • Field type: select a field type for your property based on the type of information you'll be gathering. The different field types are: 
      • Single-line text: can contain a string of any alphanumeric characters, such as a word, a phrase, or a sentence.
      • Multi-line text: can contain several strings of alphanumeric characters, such as a paragraph or list of items.
      • Calculation: allows you to create custom equations to based on your number properties, or automatically calculate the min, max, count, sum, or average of a property on associated records. Learn more about creating calculation properties
      • Dropdown select: contain multiple pre-defined options. Only one option can be selected at a time.
      • Radio select: contain multiple pre-defined options. Only one option can be selected at a time.contain multiple pre-defined options. This property type functions the same as dropdown select, but will appear differently in forms. 
      • Multiple checkboxes: contain several pre-defined options. Multiple options can be selected. You might be used to seeing this type of property accompanied by "Check all that apply" help text.
      • Single checkbox: only includes two options, on or off. They are often 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.
    • Add to search (Enterprise only)if you are creating a single-line text, multi-line text, or number property and you want users to be able to search based on values for this property, check the Add to search box. 
    • Show in forms: this is enabled by default. Uncheck the Show in forms box if you do not want your new property to be available for use in forms, lead flows, and bots. 

  • Click Create to save your new property.  

Once your new property is saved, you can find it and edit the values for it on records by clicking View all propertiesYou can also set your custom properties to appear in the About section of records by default.