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Import & Export
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- Export contact data
- Export your records
- Generate an example import file
- Import contacts on the HubSpot mobile app
- Import records and activities
- Repeat a past import
- Beta Require approvals for exports (BETA)
- Review and troubleshoot import errors
- Set up export notifications and view a log of exports in your account
- Understand the import tool
- View and analyze past imports
Object Settings
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- Add and edit your account currencies
- Automatically create and associate companies with contacts
- Automatically set and sync record lifecycle stages
- Back up or restore CRM data
- Create and customize lifecycle stages
- Create and edit custom objects
- Create and use association labels
- Create and use custom object pipelines
- Create cards to display data on records
- Create color-coded object tags
- Customize record previews
- Customize records
- Customize the board view for deals, tickets, and custom objects
- Customize the create form for each object
- Customize the properties shown on records
- HubSpot Insights on company information
- Manage index page view settings
- Require approvals for deals
- Set defaults for creating deals
- Set limits for record associations
- Set up and customize ticket pipelines and statuses
- Set up and customize your deal pipelines and deal stages
- Set up automatic associations for records and activities
- Set up custom object pipeline automation
- Set up deal pipeline automation
- Set up rules for custom object pipelines
- Set up rules for deal pipelines
- Set up rules for ticket pipelines
- Set up ticket pipeline automation
- Sync ownership between contacts and companies
- Translate your custom CRM content
- View a company record summary
- Beta View research and trend insights on company and contact records (BETA)
Properties
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- Automatically set and sync record lifecycle stages
- Build combined engagement and fit scores
- Build engagement scores to qualify contacts and companies
- Build fit scores to qualify contacts and companies
- Create and customize lifecycle stages
- Create and edit personas
- Create and edit properties
- Create calculation properties
- Create sync properties that copy data to associated records
- Customize the properties shown on records
- Determine likelihood to close with predictive lead scoring
- Edit a property value for a record
- Export property history
- HubSpot Insights on company information
- HubSpot's change sources
- HubSpot's default activity properties
- HubSpot's default company properties
- HubSpot's default contact properties
- HubSpot's default deal properties
- HubSpot's default lead properties
- HubSpot's default ticket properties
- Limit access to your HubSpot assets
- Manage enumeration property options
- Manage view and edit access for properties
- Organize, delete, and export properties
- Property field types in HubSpot
- Property value is underlined in red
- Set up conditional logic for enumeration properties
- Set up conditional options for properties
- Set up score properties to qualify contacts, companies, and deals
- Set validation rules for a property
- Beta Store Highly Sensitive Data in HubSpot (BETA)
- Store Sensitive Data in HubSpot
- Translate your custom CRM content
- Understand Original and Latest traffic source properties
- Understand the lead scoring tool
- Update and filter contacts using traffic source properties
- Use deal and lead stage calculated properties
- Use lifecycle stages
- Beta Use regular expressions to validate property values (BETA)
- Beta Use the intelligence tab (BETA)
- Use today's date in the CRM
- View a record's property history
- View and use record source properties
- View lead score history and performance
Records
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All Records articles
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- Add a parent or child company to an existing company record
- Add additional domain names to a company record
- Add an email signature in the CRM
- Add and edit your account currencies
- Add and manage attachments on records and activities
- Add collaborators to a deal
- Add multiple email addresses to a contact
- Associate activities with records
- Associate records
- Automatically create and associate companies with contacts
- Automatically set and sync record lifecycle stages
- Bulk edit records
- Create and customize lifecycle stages
- Create and edit properties
- Create and manage saved views
- Create and use association labels
- Create and use custom object pipelines
- Create cards to display data on records
- Create color-coded object tags
- Create companies
- Create contacts
- Create custom object records
- Create deals
- Create or log activities on a record
- Create sync properties that copy data to associated records
- Create tickets
- Customize index page columns
- Customize index page quick filters
- Customize record previews
- Customize records
- Customize the board view for deals, tickets, and custom objects
- Customize the create form for each object
- Default marketing statuses for newly created contacts
- Delete CRM records
- Determine filter criteria
- Determine likelihood to close with predictive lead scoring
- Edit a property value for a record
- Edit, delete, or comment on an activity
- Export contact data
- Export your records
- Follow a record
- Generate an example import file
- HubSpot's default ticket properties
- Import contacts on the HubSpot mobile app
- Import records and activities
- Manage contact property formatting issues
- Manage deals, tickets, and custom object records in board view
- Manage tickets in your inbox
- Manage your contacts' messaging subscriptions
- Mention a user on a record
- Move a deal from one pipeline to another
- Organize, delete, and export properties
- Pin an activity on a record
- Predict likelihood to close with deal scores
- Preview a record
- Repeat a past import
- Require approvals for deals
- Restore deleted activity in a record
- Restore deleted records
- Review data insights on deal views
- Sample import files
- Search your CRM
- Set contacts as marketing
- Set contacts as non-marketing
- Set defaults for creating deals
- Set limits for record associations
- Set up automatic associations for records and activities
- Set up conditional options for properties
- Set up deal pipeline automation
- Set up export notifications and view a log of exports in your account
- Set up import files
- Set up rules for custom object pipelines
- Set up rules for deal pipelines
- Set up rules for ticket pipelines
- Set up score properties to qualify contacts, companies, and deals
- Set up ticket pipeline automation
- Set validation rules for a property
- Share records with users and teams
- Split deal credit among users
- Beta Summarize a record (BETA)
- Beta Understand Breeze Intelligence credits and billing (BETA)
- Understand marketing contacts
- Understand the import tool
- Use cards on records
- Use deal and lead stage calculated properties
- Use lifecycle stages
- Use target accounts
- Beta Use the intelligence tab (BETA)
- Use today's date in the CRM
- View a model of your CRM object and activity relationships
- View a record's property history
- View and analyze past imports
- View and edit individual records
- View and edit records in the HubSpot mobile app
- View and filter activities on a record
- View and filter records
- View and manage user access to records
- View and use record source properties
- Beta View research and trend insights on company and contact records (BETA)
- View the history of an activity on a record timeline
Tasks
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- Create tasks
- Export tasks
- Manage your records in Slack
- Receive a summary of your tasks every weekday
- Sync tasks to your Google or Outlook Calendar
- Beta Use meeting assistant in the prospecting workspace (BETA)
- Use task queues
- Use tasks in the HubSpot mobile app
- Use the prospecting workspace
- Use the sales workspace
- View, complete, edit, or delete tasks