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Create and edit properties

Last updated: July 10, 2024

Available with any of the following subscriptions, except where noted:

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Properties are fields that store information on HubSpot records. For example, you can use the City company property to specify where companies are located. There are default properties included for each object, but you can create custom properties to store unique data for your business.

You should check whether a default property can meet your data requirements before creating a custom property. Learn more about the default properties for contacts, companies, deals, tickets, leads, and feedback submissions. 

You can also delete and export properties from your settings. If you want to view or update values for properties, learn how to edit property values on a record or in bulk. 

Create a custom property

You must have Edit property settings permissions to create new properties. If you'd like to create a property with the same set-up as an existing property, you can also clone a property.

To create a custom property:

  • In your HubSpot account, click the settings settings icon in the top navigation bar.

  • In the left sidebar menu, navigate to Properties.

  • Click the Select an object dropdown menu, then select [Object] properties to create a property for that object.

select-an-object-properties

  • In the upper right, click Create property.

Please note: the number of custom properties you can create depends on your HubSpot subscription. If you downgrade to HubSpot's free tools, you can view and edit existing custom properties but cannot create new properties if you already exceed the limit.

  • In the right panel, set the property’s basic information:

    • Object type: select the object that will store the property. By default, this is the object you selected earlier. Object type cannot be edited once saved.

    • Group: select the property group that the property will belong to. A property group is a label used to group similar properties within an object. These are used only within the properties settings.

    • Label: enter a unique name for the property. This is the name of the property as it appears in your HubSpot CRM, including on records and index pages. Since you can edit a property's label, the label should not be used for integrations and APIs. For example, Company name is a property label.

    • Internal name: click the code code icon to set or view the internal name for the property. Once a property is created, the internal name cannot be edited. Since the internal value of a property will never change, it should be used for integrations and APIs rather than the property label. For example, the internal name for the Company name property is name.

    • Description: enter text to describe the property. This is not required to create a property.

create-property-details

  • There are additional steps that appear when you select certain field types:

    • Number: select the format the values should be in. Options include Formatted number, Unformatted number, Percentage, or Currency.
    • File: select the file visibility, either Private or Public. Private means that only users who have access to your HubSpot account will be able to view the file. Public means that the file can be viewed by anyone with the file's URL, so this option is recommended for files used in public content such as website pages. This setting cannot be updated once the property is saved. This setting only affects the access of files uploaded in the CRM, and does not apply to files uploaded via form submissions.
    • Calculation or Score: click Build [calculation/score], then set up your calculation property or score property criteria.

    • Property sync: select the object and property to sync data from. If needed, specify which associated record to sync from based on its association label or when it was created.
    • Multiple checkboxes, Dropdown select, or Radio select:

      • Enter the different options for the property:

        • Label: enter the name of the option. The option's Internal value is automatically generated based on the label.

        • In forms: click to toggle the switch on to include the option for forms.

        • + Add an option: click to add a new option.

        • 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.

        • Clear all: click to remove all existing options.

property-field-type-with-options
      • To manage the options in bulk, select the checkboxes next to the options. At the top of the table, select:
        • Hide in forms: click to hide the selected property values from appearing in your HubSpot forms as options.
        • Merge: click to merge the selected property values. This will result in the merged values being removed from the property, leaving one value. This may affect integrations and tools that rely on a specific property value, such as list and workflow filters, .
        • Delete: click to delete the selected property values.
      • Click and drag the dragHandle drag handle to manually reorder the options, or click the Sort dropdown menu and select Custom or Alphabetical.
  • Click Next
  • Set rules for your property:
    • By default, properties are included as field options 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, pop-up forms, and bots checkbox. Product properties cannot be included in forms or bots.
    • There are additional rules you can set for Single-line text, Multi-line text, and Number properties:
      • For contact, company, deal, ticket, or custom object properties, select the checkbox to require unique values for the property. With this turned on, users will be unable to enter the same value for multiple records. You can create up to ten unique value properties per object. Learn more about how unique value properties are used to deduplicate records.
  • Once you’re done, click Create at the bottom of the panel.

Edit an existing property

You must have Edit property settings permissions to edit properties. To edit an existing property:

  • In your HubSpot account, click the settings settings icon in the top navigation bar.

  • In the left sidebar menu, navigate to Properties.

  • Click the Select an object dropdown menu, then select [Object] properties to edit a property for that object.

  • To locate certain properties:

    • In the upper left, use the dropdown menus to filter by property group, field type, or which user created the property.

    • In the upper right, enter the name of a property in the search box to find a specific property.

    • To sort your properties, click a column header.

property-filters

edit-property-basic-info

Please note: changing an existing property’s field type can invalidate current values stored in the property. It is recommended to export all information prior to editing a property's field type. A property's field type cannot be edited to Score, Calculation, or Date, and properties of those types cannot be edited to another field type.


  • Once you’re done, click Save at the bottom of the panel.

Clone a property

To create a new property with the same setup as an existing property, you can clone that property. For example, an existing calculation property has a complicated formula you'd like to use as a template. You can clone the property, then adjust the formula to match the goal of the new property.

  • In your HubSpot account, click the settings settings icon in the top navigation bar.
  • In the left sidebar menu, navigate to Properties.

  • Hover over the property, then click Clone.

Please note: you cannot clone default HubSpot properties.


clone-property
  • In the right panel, set the new property's details, then click Create.
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