How Do I Use HubSpot Property Types?

HubSpot is all about seamless data management. Irrespective of the scale at which your business operates and the industry it belongs to, it all boils down to the contacts you manage in your HubSpot database.

The contact records within HubSpot store all necessary properties that provide information about your leads, opportunities, contacts, accounts, and customers. This information includes important names, addresses, and email addresses.  Regardless of what HubSpot tools you use, contact records are at the heart of what you do. These records have properties that hold everything you know about your prospects, leads, and customers. Some of this information is basic stuff, like names and phone numbers. However, occasionally, you may encounter information about your contact records that do not fit into the fundamental properties created by HubSpot by default. Where do you put that information? This is when you create custom HubSpot properties. 
What Is A Custom HubSpot Property? 
A custom HubSpot property is a property that users create to meet their specific needs. These properties are not pre-built and standard for every business using the CRM platform. The custom properties you make are likely unique to your organization. 
As you create a custom HubSpot property, it becomes available on all contact records within your CRM. HubSpot also allows you to create custom properties for deals and companies. Creating custom properties will enable you to tailor the CRM platform per your business's needs and preferences. 
Why Should You Create Custom HubSpot Properties?
Here are some of the key reasons how custom HubSpot properties benefit your organization:
Seamless Tracking Of Data
Custom HubSpot properties allow users to track or integrate data from several sources in a centralized location. In addition, these properties can be mapped to other platforms and applications you use along with HubSpot.
Augmenting The Collected Data
With the help of custom HubSpot properties, you can augment the data collected via forms or calls in a way that perfectly aligns with the needs of your organization and the audience you cater to. 
A Targeted Approach
Creating custom HubSpot properties gives you a targeted approach and allows you to reach out to the audience you are willing to target. As a result, it improves your conversion rates and will enable you to connect with a focused audience. 
Facilitating Seamless Collaboration
Creating custom HubSpot properties allows you to streamline the process of handing over information and records from one department to another. Such seamless collaboration increases the overall productivity of your organization. 
HubSpot Property Types
When you create a custom HubSpot property, the kind of information you want the property to collect and store determines the property type you select.
Here are the HubSpot property types that help you in recording, storing, and tracking your records as per your specific needs and preferences:
Single Checkbox
This HubSpot property type stores only two options – on or off. This field can be used when you are willing to create a property with either true or false values. In the case of forms, they would appear as a single checkbox. 
Multiple Checkboxes
These HubSpot property types store checkboxes with multiple options. Here, you can have 5,000 options based on your requirements. Each option contains a maximum of 3,000 characters, including value, label, and description. 
Date Picker
As the name suggests, this HubSpot property type stores a specific date value. While creating forms, this property allows visitors to input a particular date in a consistent format. 
File
This HubSpot property type has a file associated with a record. This HubSpot property type can be used to allow visitors to upload their files as submissions. The size of the files is limited to 100MB and 500MB (for multiple files). The link would be available from the individual contact record.
The HubSpot property will be a single-line text property if a file is not uploaded using a form. 
Number
This HubSpot property type is used for storing a string of numbers written in decimals or scientific notation. When you create or edit a property, users can select the formatting of a number property, which can be formatted, unformatted, or in the form of currency.
The formatted number property is used for formatting numbers with commas, such as 1,000,000. Here, the formatted numbers should not go beyond 15 to 16 digits in length. On the other hand, the unformatted number property removes the number formatting, such as 1000000.
The property type of currency formats a number in the form of a currency per your account's default currency settings. 
Radio Select
Radio Select is the HubSpot property that can be used for saving up to 5,000 options where only one option can be chosen as a value. Here, every option contains a maximum of 3,000 characters, including the value, label, and description. 
While creating forms, these property types behave similarly to the dropdown select field while appearing differently. 
Dropdown Select
This HubSpot property type stores up to 5,000 options where one option can be chosen as a value. Here, every option contains a maximum of 3,000 characters, including the value, label, and description.  While creating forms, these property types behave similarly to the radio select field while appearing differently. 
Single-line Text
Single-line Text stores one string of alphanumeric characters, such as a sentence, phrase, or word. When you add a value through the CRM, the character limit is 65,536. However, there is no limit when the value is submitted through a form. 
Multi-line Text
This HubSpot property type stores multiple strings of alphanumeric characters, such as a list of items of paragraphs. When you add the value through the CRM, the character limit is 65,536. However, there is no limit when the value is submitted through a form. 
Calculation
The calculation is the HubSpot property that stores custom equations according to specific number properties. It is important to remember that these properties cannot be used in lead forms and are only available for Professional and Enterprise HubSpot accounts. 
Once this property is created, its displayed field type will either be “Equation” or “Rollup.”
Score
This HubSpot property type is used for storing a number based on custom scoring attributes. It is available only for companies, contacts, and deals. The number of score properties a user can create depends on their HubSpot subscription.
HubSpot User
The HubSpot User property is created to store a list of HubSpot users in an account. Here, only one HubSpot user can be selected as a value. In addition, this HubSpot property type allows you to create a custom property separate from the default owner property. 
HubSpot allows you to create up to 30 HubSpot user properties.
Rich Text
This HubSpot property type is used for storing stylized images and text. Here, you are provided with format options such as “bold,” “underline,” “italic,” “text colors,” “font sizes,” “font types,” “numbered lists,” “bulleted lists,” and “paragraph identification,” “hyperlinks,” and “images.”
Learn how to create custom properties in HubSpot

Every business has its own requirements, and according to those needs, you can create custom properties and store information for your business purpose.

• Click the settings icon from the main navigation bar of your HubSpot account.
• Go to CRM > Properties in the left sidebar menu.
• Click the dropdown menu in Filter to select the object type you want to create a property for. 
• Click Create property.
• A new panel, 'create a new property,' will be opened.
• Feed the information and set property:
  Object type: select the object type you want to set the property for. This is the same object type you selected earlier.
• Group: select the property group that the property belongs to.
• Label: give a name to the property.
• Description: describe the property.
• Click Next.
• Click the dropdown menu in Field type and select a field type for the property.
  Field types with options like Multiple checkboxes, Drop down select, and Radio select, enter the different options for the property.
• Label: name of the option.
• In forms: if you want to include the option for forms, click the toggle to switch it on.
• Add an option: add a new option and click Add an option.
• Load options: With this option, you can load multiple options at once. You can also select a default set of options, paste in your options, or copy from any other property.
• Clear all: click to eliminate all the existing options.
• The property will also be included as an option for the fields in HubSpot forms, pop-up forms, and bots by default. If you don't want that, clear the Show in forms checkbox.
• Click Create.
  Different field types are:
• Single checkbox
• Multiple checkboxes:
• Date picker
• File
• Number
• Formatted 
• Unformatted
• Currency
• Radio select
• Dropdown select
• Single-line text
• Multi-line text
• Calculation
• Score
• HubSpot user

How to edit existing property in HubSpot?

To edit a property in HubSpot:

You can edit an existing property if no existing object has a value for that property and no other tool is actively using the property.

Edit an existing property:

• Click the settings icon from the main navigation bar of your HubSpot account.
• In the left sidebar menu, go to CRM > Properties.
• Find the property you want to edit.
• Click the filters:
• Object properties: click the drop-down menu and select the object type to filter only properties from that object type.
• All groups: click to select the group to filter only properties in that particular group.
• All field types: click to select to filter properties by a particular field type.
• All users: click to select to filter properties created by a particular user.
• You can search for a property by its name in the upper-right search box
• Sort the properties by Name, Group, Created by and used in the column header.
• To edit the property, hover over its name.
• Edit your property.
• Update the name of the property.
• To update basic information about the property, click the Basic info tab.
• You will see the number of contacts with a value for the property.
• You can edit the Internal description for the property.
• You can also update the Group of the property too.
• Click the Field type tab to edit the property's field type.
• If you want your property to be used in HubSpot forms, pop-up forms, and bots, Select the Use in forms and bots checkbox.
• For field types with options, enter the different options for the property.
• Label: name of the option.
• Internal value: it displays the value used for syncing with integrations. It can't be edited.
• With the value: it displays the number of objects with this specific value.
• In forms: if you want to include the option for forms, click the toggle to switch it on.
• Add an option: click Add an option to add a new option.
• Load options: Use this option to load multiple options at once. You can select a default set of options or paste in your own options or can copy from any other property.
• Clear all: click Clear all to exclude all existing options.
• Click Save once you edit the property.

How to create and edit property groups in HubSpot?

Creating and editing custom property groups makes identifying the properties within an object type easy.

To create a new property group:

• Click on the Groups tab.
• Click Create Group.
• A new window, 'Create a new property group,' will open.
• Enter the name of the group.
• Click Save.

To edit the property group name:

•  Click on the Groups tab.
•  In the upper left, click the Object filter and select the object type the group is related to.
• Hover over to the property you want to edit.
• Click Edit. 
• In the new window, enter the group's new name and click Save.
  
  

How to Clone, Move, Delete, and Restore deleted properties in HubSpot?

• If you want to create a property similar to an existing one, you can clone it instead of creating a new one to quicken the process.
• You can also move one property to another property group.

To Clone a property:

•  Click the settings icon from the main navigation bar of your HubSpot account.
• In the left sidebar menu, go to CRM > Properties.
• Go to the property you want to clone.
• Click the Filters to filter down the properties by Object type, Groups, Field types, and Users
• Hover on to the property you want to clone.
• Click Clone.
• In the right bar, fill the description and click Create.
• Your property is cloned.
  
  

To Move a property to a group:

•  Hover onto the property you want to move.
• Click on the drop-down and select Move to the group.
• ' Choose a new property window will open.
• Select the Group from the dropdown.
• Click Save to save the changes.
  
  

To Delete a property:

• Hover on to the property you want to delete.
• Click on the drop-down and select Delete.
• You can only delete a property if it is not used anywhere.
  Click the number in the Used column to see where that property is used.
• If you want to delete the property, edit each asset to remove or replace the property that is to be deleted.
  
  

To Restore a deleted property:

• Click on the tab Deleted Properties.
• Go to the property you want to restore.
• Click on the checkbox. 
• In the upper right, click Restore. Any property can be restored only till 90 days, not beyond.

How to Export property in HubSpot? To Export a property in HubSpot:

•  In properties, on the upper right, click Export all properties.
• A new window will be opened. Select the File format in the drop-down menu and select the format you want to export.
• Click Export. Once the export is completed, you'll receive a download link in your email and the notification center. This file will contain all properties for contacts, companies, deals, and tickets.