Contacts

Manage your properties (BETA)

Last updated: August 8, 2019

Properties are used to store data on certain objects in HubSpot, such as contacts, companies, deals, and tickets. You can:

Create custom properties

When you need additional properties to gather information for your business processes, you can create new custom properties. You can have up to 1,000 properties per object, including the default HubSpot properties.

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Properties.
  • In the upper right, click Create property.
  • In the right panel, set up your property:
    • Object type: select the object type that the property will be for.
    • Group: select the property group the property should belong to.
    • Label: enter text to name the property.
    • Description: enter text to describe the property.

  • Click Next.
  • Click the Field type dropdown menu and select a field type for this property.
    • For text-input fields (i.e., Single-line text and Multi-line text field types), select the Add to search checkbox to allow text in the property to be searchable across objects. This is for Enterprise subscriptions only.
    • For field types with options (i.e., Multiple checkboxes, Dropdown select, and Radio select field types), enter the different options for the property.
      • Label: enter the name of the option.
      • In forms: click to toggle the switch on to include the option for forms.
      • add Add an option: click to add a new option.
      • listView Load options...: click to load multiple options at once. You can select a default set of options, such as Country and Timezone, paste text to create options in bulk, or copy the options from an existing property.
      • delete Clear all: click to remove all existing options.

  • By default, the property will be included as an option for fields in your HubSpot forms, pop-up forms, and bots. If you don't want the property to be an option, clear the Show in forms checkbox.
  • Click Create.

Edit properties

To edit an existing property:

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Properties.
  • Locate the property you want to edit.
    • In the upper left, click the filters:
      • [Object] properties: click and select an object type to filter only properties from that object type.
      • All groups: click and select the group to filter only properties in that specific group.
    • In the upper right, search for your property by name in the search box.
    • To sort your properties, click the table header. For example, you can 
  • Click the property's name.
  • In the right panel, edit your property.
    • Update your property's name.
    • In the Basic Info tab:
      • View the number of contacts with a value for the property.
      • Edit the Internal description for the property.
      • Change the Group that the property is in.
    • Click the Field type tab to update settings relating to the property's field type.
      • For all field types, select the Use in forms, and bots checkbox to allow the property to be used in HubSpot forms, pop-up forms, and bots.
      • For Single-line text and Multi-line text field types, select the Allow users to search for any info added to this field checkbox to let users search for text data in the property. This is for Enterprise subscriptions only.
  • Click Save once you are done.

Create and edit property groups

Create and edit custom property groups to more easily identify your properties within an object type.

To create a new property group:

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Properties.
  • Click the Groups tab.
  • In the upper left, click the [Object] properties filter and select the object type that you want your new property group to be related to.
  • In the upper right, click Create group to create a new group.
  • In the dialog box, enter the name of the group and click Save.

To edit an existing property group's name:

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Properties.
  • Click the Groups tab.
  • Locate the group you want to edit. In the upper left, click the [Object] properties filter and select the object type that the group is related to.
  • Hover over the group you want to edit and click Edit.
  • In the dialog box, enter the group's new name and click Save.