Setting up your HubSpot portal effectively involves customizing it to suit your business's unique needs. A crucial part of this customization is creating and managing properties. This blog post, part of my comprehensive HubSpot setup guide, will help you understand what properties are, why you should create your own, and how to set them up following best practices.
HubSpot natively offers a variety of properties for CRM data, corresponding to basic information that most companies use for daily management of their contacts and leads. However, this default set of properties may not be sufficient for your specific sales process. By the end of this post, you'll know how to create your own properties in HubSpot and how to configure them for optimal use.
A property in HubSpot is a type of information that you want to collect and store in your CRM for a contact, company, deal, or other objects. For example, properties can include email addresses, phone numbers, job titles, and more.
You might need to create custom properties for several reasons:
Custom properties ensure that your CRM data is perfectly adapted to your company’s needs and operations.
Let’s use an example of a company that sells weight loss products. Suppose your product is prohibited for individuals with a BMI below 30. It becomes crucial to retrieve the BMI information of your leads to qualify them. Since BMI is a niche property, HubSpot does not offer it natively, so you'll need to create it.
Navigate to Property Management:
Choose the Object:
Create a Property:
Field Type:
Set Validation Rules:
Create the Property:
Consider the example of the native HubSpot property "Country/Region," which is a single-line text field. This allows users to input any text, leading to inconsistent data (e.g., "UK," "United Kingdom," "England"). To ensure consistency, creating a drop-down select property for countries is better. This restricts users to predefined options, maintaining data uniformity.
To do this:
Choosing the right property type is crucial. Different types allow for different kinds of data manipulation. For example:
To set up your HubSpot properties effectively:
Creating and managing custom properties in HubSpot is essential for tailoring your CRM to your business needs. By understanding what properties are and following best practices in creating them, you can ensure that your CRM data is organized, consistent, and valuable.
Stay tuned for more detailed posts in our HubSpot setup guide, where we will explore other key aspects of leveraging HubSpot to its full potential. If you found this guide helpful, remember to implement these practices to enhance your CRM's efficiency and effectiveness.