Create smart properties

With HubSpot Credits, you can create smart properties. These are custom company properties that you can enrich using Breeze AI. This means enriching a smart property is separate from contact and company enrichment. With smart properties you can focus on the data that is relevant to your business. You can select the data source to either be public information on the internet about the company or data from another company property. The public information is pulled using the record's company domain name property value.

For example, you upload PDF files to a custom file property at the company level. You want your team to have access to a summary of the file relevant to each record. You configure a smart property that uses data from the file property (e.g. please give my team a summary of the file with three bullet points). The result is a generated summary from the file when the record is enriched.

Before you get started

To configure smart properties, you must have HubSpot Credits.

Learn more about how smart properties use HubSpot Credits. 

Please note: Please review the Product & Services Catalog for information about credit tiers and possible upgrades associated with your use of the enrichment products.

Create smart properties

Users with Edit property settings or Super Admin permissions can create custom text, number, or enumeration smart properties for company records. For example, you want your marketing team to have a rundown of a company’s selling practices. You create a multi-line text company property with enrichment toggled on. The result is your marketing team having a rundown within the record.

To create a smart property from scratch:

1. In your HubSpot account, navigate to CRM > Companies.
2. Navigate to a view.
3. Click the verticalMenu three vertical dots icon, then select Add column.
4. Click Create new property.
   • In the right panel in the Property label field, enter a name for your property.
   • In the Field type dropdown menu select one of the following:
     • Single-line text
     • Multi-line text
     • Number
     • Single checkbox
     • Multiple checkboxes
     • Radio select
     • Dropdown select
   • Click Add smart property prompt.
   • Enter a question in the What do you want to know field. 
   • In the Where should this data come from dropdown menu, select from the following:
     • Web research: data from searching the internet. This data is pulled using the company domain name property value for the record.
     • Company website: data from the company's primary domain (e.g., hubspot.com). This data is pulled used the company domain name property value for the record.
     • Property data: data from another property on the same record. Only one property can be selected. If you select a file property, it will use the first uploaded PDF file.
   • Select a record to preview your configuration with existing company records.
   • Click Save prompt.
   • Click Create smart property.
5. In the upper right of the index page table, click the saveEditableView Save icon.

To create a smart property with AI:

1. In your HubSpot account, navigate to CRM > Companies.
2. Navigate to a view.
3. Click the verticalMenu three vertical dots icon, then select Add column.
4. Click Create new property
   • In the right panel in the Property label field, enter a name for your property (e.g., Locations in Europe).
   • Select a field type.
   • Click Suggest prompts for me. These suggestions use the property name to generate recommendations by data source (e.g., Does the company have any locations in Europe?).
   • Click Use on the option you want.
   • Review the prompt text, then click Save prompt.
   • Click Create smart property.
5. In the upper right of the index page table, click the saveEditableView Save icon. 

Please note: you cannot apply validation rules (e.g., require unique values) or Sensitive Data to smart properties. Also, prompts that use LinkedIn (e.g., search LinkedIn company profile for sales roles) will be filtered out and may not return values when enriched.

Manage smart properties

After you've created a smart property, you can edit the prompt or remove the enrichment configuration from the property.

To manage a smart property:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, in the Data Management section, click Data Enrichment.
3. In the Smart Properties tab, click Actions, then select Edit or Delete.

You can also manage your smart properties from property settings.

Use smart properties

Users with Enrich records or Super Admin permissions can manually enrich smart properties in the CRM. 

To bulk enrich smart properties from an index page:

1. In your HubSpot account, navigate to CRM > Companies.
2. Click the context menu icon of a smart property column, then select Smart fill.
3. In the dialog box, review the count of records to enrich and the credits available in your account. In the Fill options section, select a fill option, then select Smart fill properties.

To enrich smart properties from an individual record:

1. In your HubSpot account, navigate to CRM > Companies.
2. Click the name of the record that you'd like to enrich. 
3. In the left panel, in the About this company section, click Actions. Then, select Run smart properties.
4. In the right panel, select the properties you want to enrich, then click Run smart properties.

Learn more about viewing a record's property history.