How do I Create Custom Properties in HubSpot?
Custom properties allow you to store and track additional information about your contacts, companies, deals, and tickets in HubSpot. This guide walks you through creating custom properties to better organize your data.
Overview
Custom properties help you:
- Track industry-specific data points
- Organize contacts based on unique criteria
- Create personalized experiences
- Generate targeted reports
Creating a Custom Property
- Navigate to Settings > Properties
- Click "Create property" in the upper right
- Select the object type (Contact, Company, Deal, or Ticket)
- Fill in the following required fields:
- Group: Choose an existing group or create a new one
- Label: The name that appears in forms and records
- Field type: How the data will be collected (text, dropdown, date, etc.)
- Internal name: The property's API name (auto-generated but editable)
Best Practices
When creating custom properties:
- Use clear, descriptive names that indicate the property's purpose
- Choose appropriate field types to ensure data consistency
- Group related properties together for better organization
- Consider reporting needs when selecting property types
- Add help text to clarify the property's purpose for team members
Property Field Types
Common field types include:
- Single-line text: For brief text responses
- Multi-line text: For longer text entries
- Dropdown select: For predetermined options
- Date picker: For temporal data
- Number: For numeric values
- Radio select: For mutually exclusive options
- Checkbox: For yes/no properties
Managing Properties
After creation, you can:
- Edit property details
- Set default values
- Control property visibility
- Define user permissions
- Archive unused properties
Related Articles
- Understanding HubSpot Property Groups
- Property Field Type Guidelines
- Building Custom Reports with Properties
- Property Permissions and Access Control
For additional support, contact HubSpot's technical support team or visit the HubSpot Community forums.