App Tutorial

Guide to Adding Custom Fields in HubSpot CRM (8 Steps)

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
April 15, 2024
TL;DR

Adding custom fields in HubSpot CRM involves navigating to the 'Properties' section under settings, selecting the object, and filling in the field details. This process enhances CRM customization and efficiency.

Understanding and managing these fields allows for a tailored CRM experience.

Streamline your HubSpot data management and ensure consistency across platforms by automating with Bardeen.

Adding New Fields in HubSpot: A Comprehensive Guide

HubSpot's flexibility and customization capabilities are among its strongest features, allowing businesses to tailor the CRM to their specific needs. One way to achieve this customization is through the creation of custom fields, also known as properties. These fields can store unique data for your business, making your HubSpot CRM more effective and personalized. Whether you're looking to add custom fields to contacts, companies, deals, or tickets, the process is straightforward and accessible to users with the necessary permissions.

Streamline your HubSpot data management by leveraging Bardeen's automation. Download the Bardeen app today.

Understanding HubSpot Custom Fields

Custom fields in HubSpot, or custom properties, are designed to store information that doesn't fit into the default properties provided by HubSpot. These fields can be added to various objects within HubSpot, including contacts, companies, deals, and tickets. Custom fields allow for the storage of data specific to your business needs, enhancing the CRM's functionality and your team's efficiency.

How to Create Custom Fields in HubSpot

Creating custom fields in HubSpot is a process accessible to users with 'Edit property settings' permissions. The process involves navigating to the 'Properties' section within the settings, selecting the object you wish to add a custom field to, and filling in the necessary details about the field.

  1. In your HubSpot account, click the settings icon in the top navigation bar.
  2. In the left sidebar menu, navigate to 'Properties'.
  3. Click the 'Select an object' dropdown menu, then select '[Object] properties' to create a property for that object.
  4. In the upper right, click 'Create property'.
  5. Fill in the basic information for your new property, including the object type, group, label, and internal name. Optionally, you can add a description.
  6. Click 'Next' and set the field type for your property. Depending on the field type selected, additional configuration options may appear.
  7. After configuring your field type and any specific options, click 'Next' again to set rules for your property, such as visibility in forms and uniqueness.
  8. Click 'Create' at the bottom of the panel to finalize the creation of your custom field.

Note that the number of custom fields you can create may depend on your HubSpot subscription level. If you downgrade to HubSpot's free tools, you may be limited in creating new properties if you already exceed the limit.

Editing and Managing Custom Fields

Once a custom field is created, you might find the need to edit its details or manage its options. HubSpot allows editing of custom fields, except for certain default properties or properties in use.

  1. Navigate to 'Properties' in the settings menu.
  2. Use the filters or search box to find the specific property you wish to edit.
  3. Click 'Edit' next to the property. Here, you can update basic information, field type, and rules. Note that changing a field type can invalidate current values stored in the property, so it's advisable to export all information before making such changes.
  4. Once your edits are complete, click 'Save' at the bottom of the panel.

Additionally, HubSpot offers the option to clone properties, allowing you to create a new property with the same setup as an existing one. This can be particularly useful for properties with complex configurations or calculations.

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Conclusion

Custom fields in HubSpot are a powerful way to customize your CRM to fit your specific business requirements. By following the steps outlined above, you can add, edit, and manage custom fields, thereby enhancing the functionality and efficiency of your HubSpot CRM.

Bardeen: Automate Your HubSpot Data Management

Creating new fields in HubSpot can be done manually following the steps outlined above. However, maintaining and updating data in these fields across different platforms can be streamlined using Bardeen. Automating these processes not only saves time but also ensures data consistency and accuracy across your tools. Here are a few examples of how Bardeen can help automate data management in HubSpot:

  1. Add a new row to Airtable, when a HubSpot company is created: This automation ensures that every time a new company is registered in HubSpot, a corresponding row with detailed information is created in Airtable, making data synchronization between HubSpot and Airtable effortless.
  2. Add a new row to a Coda table, when a HubSpot company is created: Similar to the Airtable integration, this playbook adds a new row to a Coda table whenever a new company is created in HubSpot, enabling seamless data flow and organization.
  3. Add a new row to Google Sheets, when a HubSpot company is created: Automate the process of logging new HubSpot company data into a Google Sheets spreadsheet, facilitating real-time data updates and access.

Leverage the power of automation by downloading the Bardeen app today and streamline your HubSpot data management processes.

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