In HubSpot, properties store information about a contact, company, deal, or ticket. Your HubSpot account includes a number of contact, company, deal, and ticket properties by default. However, you may need additional properties to gather information for your business's marketing, sales, and service processes. You can have up to 1,000 properties per object, including default properties provided by HubSpot.
To create a new custom property:
- 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.
- 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: can contain one of multiple pre-defined options. Only one option can be selected at a time. Enter the Label of an option and click add Add an option to add one more option, or click listView Load options to add a preset list of options or paste in your own options.
- Radio select: can contain one of multiple pre-defined options. Only one option can be selected at a time. Enter the Label of an option and click add Add an option to add one more option, or click listView Load options to add a preset list of options or paste in your own options.
- Multiple checkboxes: can contain several pre-defined options. Multiple options can be selected. Enter the Label of an option and click add Add an option to add one more option, or click listView Load options to add a preset list of options or paste in your own options.
- Single checkbox: can contain one of 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: can contain any string of numerals or numbers written in decimal or scientific notation.
- File: allows visitors to upload files in a form submission. This property type is only available for contact records. The uploaded file's link is available from the individual's contact record.
- Date picker: can contain a specific date in a standard format that can be segmented on.
- HubSpot user: can contain a user from your account as the value and will automatically have all the HubSpot users as options. 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: 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, pop-up forms, and bots.
- 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.
- 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 properties. You can also set your custom properties to appear in the About section of records by default.