In your HubSpot account, click the settingssettings icon in the main navigation bar.
In the left sidebar menu, navigate to Objects, then select the object you’d like to set the creation properties for.
In the Creating [objects] section, click Customize the 'Create [object]' form.
In the left sidebar of the editor, select the checkboxes next to the properties you'd like to appear when a user creates the object. You can use the search bar to search for a specific property, or click a property group to expand or collapse its properties.
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.
On the right, click and drag a dragHandlehandle to reorder the properties. Any default required properties will remain at the top.
To make a property mandatory, select the checkbox in the Required column (Starter, Professional, and Enterprise only). 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.
Please note: the objects you can set required properties for depend on your subscription:
Users in Sales Hub Starter, Professional or Enterprise accounts can set required properties for contacts, companies, or deals.
Users in Service HubStarter, Professional or Enterprise accounts can set required properties for tickets.
In the top right, click Save.
Thank you for your feedback, it means a lot to us.