Last updated: March 15, 2023
Users with Account permissions can set up which properties appear when users manually create contacts, companies, deals, tickets, and custom objects in HubSpot. Depending on your subscription, you can select to include certain associations, make fields mandatory during manual creation, or set properties for each pipeline.
If properties or associations aren't in the create record form, you can edit a record's property values or associated records after creation.
Customize the create record form for an object
To edit an object's create record form:
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In your HubSpot account, click the settings icon in the main navigation bar.
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In the left sidebar menu, navigate to Objects, then select the object for which you’d like to edit the create record form.
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Click Customize the 'Create [object]' form.
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In the left sidebar of the editor, select the checkboxes next to the properties you'd like to appear when a user creates a record for the object. Use the search bar to search for a specific property, or click a property group to view or hide its properties.
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If your account has a Starter, Professional, or Enterprise subscription, select the checkboxes next to the object associations that should appear during creation.
Please note:
- Certain properties, such as score or calculation properties, cannot be added to the Create record form. You'll be unable to select these properties when adding form fields.
- If you include the Companies association, you'll only be able to associate one company to the contact, ticket, deal, or custom object record while creating. This company will automatically be set as the Primary company.
- For deals, tickets, and custom objects, if your account has a Professional or Enterprise subscription, click the Add pipeline logic tab to customize the form based on the pipeline the record is added to.
- On the right, click and drag a handle to reorder the properties or associations. Any default properties will remain at the top.
- To make a property or association mandatory (Starter, Professional, and Enterprise only), select the checkbox in the Required column. If your account has a Sales Hub Starter, Professional or Enterprise subscription, you can set required properties or associations for contacts, companies, or deals. If your account has a Service Hub Starter, Professional, or Enterprise subscription, you can set required properties or associations for tickets.
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- If a property is required, users will not be able to manually create a record without entering the property. Certain properties will always be required, such as Ticket name, Pipeline, and Ticket status for tickets.
- If an association is required, users will not be able to manually create a record without selecting an existing record of that object to associate with the new record.
Please note: required associations are not supported when creating records in the HubSpot mobile app.
- In the top right, click Save.
- In the top left, click Back to exit the form editor. You can now create records using the customized form.
Customize the create record form for each pipeline (Professional and Enterprise only)
You can customize which properties are shown or required for each pipeline when manually creating deals, tickets, or custom object records. When you set up pipeline logic, certain fields will appear or become required once the pipeline is selected, in addition to those included in the default record creator form.
Pipeline logic is useful if certain properties are relevant in one or some of your pipelines, but not all pipelines. If there are properties you want included across all pipelines, you should add them to the default record creator form instead.
Please note: pipeline specific creation forms are not supported in the HubSpot mobile app.
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In your HubSpot account, click the settings icon in the main navigation bar.
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In the left sidebar menu, navigate to Objects, then select the object with the pipeline you’d like to set creation properties for. Only deals, tickets, and custom objects have pipelines.
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Click Customize the 'Create [deal/ticket/custom object]' form.
- In the left panel of the form editor, click the Add pipeline logic tab.
- To add new pipeline logic:
- Click +Add logic.
- Click the Pipeline dropdown menu, then select the pipeline you want to add logic for.
- Click the Properties dropdown menu, then select checkboxes next to properties you want included in the creation form for that pipeline.
- To require a property, select the Required checkbox. If a property is required, users cannot create a record in that pipeline until they set a value for the property.
- Click Add.
- To edit existing pipeline logic, in the left panel, click the pencil icon. Edit the properties that are shown or required, then click Update.
- To delete existing pipeline logic, in the left panel, click the delete icon. In the dialog box, click Delete to confirm.
- You can view a preview of the form in the right panel. Pipeline logic you've set will automatically appear below the Pipeline property in the form. Click [Hide/Show] conditional properties to edit whether the properties are displayed while editing.
- To review the form from a user's perspective, click Preview in the top right. You can select a Pipeline value to test the pipeline logic. If you've set stage or status properties in your pipeline settings, these will also appear in the preview.
- Once you're done, click Save in the top right.
- In the top left, click Back to exit the form editor. The pipeline logic will now apply to the record creator form.
