HubSpot Custom Properties: Tailor and organize Data

Joakim Steenfos

9 Mar, 2023

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HubSpot Custom Properties: Tailor and organize Data

HubSpot Custom Properties is a part of the HubSpot Sales Hubs tools that can help businesses of all sizes to manage better and organize their data. With the ability to create custom fields and properties, businesses can easily store and access the information that is most important to them. In this article, we will explore what HubSpot Custom Properties are, the benefits of using them, and how to set them up. We will also discuss who uses it and set up an example of a situation where they are particularly relevant.

What are HubSpot Custom Properties?

HubSpot Custom Properties is a feature of the HubSpot platform that allows you to create custom fields and properties to store and organize your data. These custom properties can be added to any object within HubSpot, such as contacts, companies, deals, and tickets.

Benefits of using HubSpot Custom Properties

There are several benefits to using HubSpot Custom Properties. First of all, it allows you to store and access your data in a way that is tailored to your specific needs. This means that you can create custom fields and properties to store the information that is most important to you, making it easy to access and manage.

Another benefit of using it is that it can help you to improve your data quality. By creating custom fields and properties, you can ensure that your data is entered in a consistent and standardized manner, making it more reliable and accurate to what you need.

Additionally, it can help you to improve your data analysis and reporting. With the ability to create custom fields and properties, you can easily segment and filter your data, making it easier to identify trends and patterns based on your custom properties. This can help you to make more informed decisions.

How to setup HubSpot Custom Properties

If you want to set it up, it’s actually a straightforward process that can be completed in a few simple steps. Here is a step-by-step guide:

  1. Navigate to the Contacts, Companies, Deals, or Tickets tab (depending on the object you want to add custom properties too).
  2. Click on the “Actions” button in the left corner.
  3. Click on the “Edit properties” from the drop down.
  4. Now click on the “Create property” button in the left corner again.
  5. Now you can make the property you want.

Who uses this?

It’s used by businesses of all sizes and industries. They are particularly popular among B2B companies with email marketing or sales reps. These businesses often have complex data sets that require specialized fields and properties to manage and personalize their outreach. Therefore, HubSpot Custom Properties can provide them with a flexible and customizable solution that can help them to improve their data management and analysis.

An example where it’s relevant

One situation where HubSpot Custom Properties are particularly relevant is when a business is doing email marketing. By creating a custom property, you can tailor your outreach to the specific company. This could be used in the introduction of your email, where you found something relevant on the website or them liking a LinkedIn post. This allows you to create a generic email with a variable introduction, so the recipient feels the email is tailored to them.

If you want to read more about email marketing, you can head over to our 1-to-1 email article.

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