Introduction

Custom fields in HubSpot allow you to tailor the CRM to fit your unique business needs. By creating custom properties, you can capture additional information about contacts, companies, or deals that isn’t covered by HubSpot’s default fields. This guide will walk you through the process of creating custom fields in HubSpot.

Why Creating Custom Fields in HubSpot Is Important

• Tailored Data Management: Custom fields enable you to capture specific data points that are critical to your business, making the CRM more relevant and efficient.

• Improved Segmentation: Custom fields allow you to better segment your contacts or companies, improving the accuracy of your marketing campaigns and reports.

• Personalized Workflows: You can use custom fields to trigger automation workflows that are more personalized and aligned with your sales and marketing strategies.

• Enhanced Reporting: Custom fields provide more detailed insights into customer data, enabling more effective analysis and decision-making.

How to Create Custom Fields in HubSpot

Step-by-Step Guide

1. Go to Settings > Properties: In your HubSpot account, click on the Settings icon in the top navigation bar and navigate to Properties in the left sidebar.

2. Choose Record Type: Select the type of record you want to create the custom field for—Contacts, Companies, or Deals.

3. Create Property: Click on the Create property button to initiate the process.

4. Provide Basic Information: Enter the basic details for your new property, such as the Object type and Group it will belong to.

5. Select Field Type: Choose the type of field you want to create, such as a text box, dropdown, or date picker.

6. Set Property Rules: Define any rules or constraints for the property, such as whether the field is required or has default values.

7. Save: Hit the Create button to save your custom field.

Best Practices for Creating Custom Fields

• Keep Fields Relevant: Only create custom fields that will genuinely add value to your business processes or data tracking to avoid clutter.

• Use Clear Naming Conventions: Use clear and descriptive names for your custom fields to make it easy for your team to understand their purpose.

• Standardize Data Inputs: Use dropdowns, radio buttons, or predefined lists whenever possible to maintain consistency in data entry.

• Review Regularly: Periodically review your custom fields to ensure they are still relevant and being used effectively.

Summary

Creating custom fields in HubSpot is a powerful way to enhance the CRM’s functionality to fit your specific business needs. Whether you need to track unique data points or improve segmentation, custom fields provide the flexibility you need to optimize your HubSpot account.

Superjoin: Data Connector for Google Sheets

While custom fields allow you to capture critical data within HubSpot, managing large volumes of data can become complex. Superjoin simplifies this by syncing your HubSpot data with Google Sheets, making it easier to manage and update custom fields in bulk. With Superjoin’s 2-way sync, you can quickly export and import data, ensuring that your custom fields are always up to date across platforms. Try Superjoin today!