April 29, 2024

How can I customize property fields for contacts in HubSpot?

Hubspot logo

Step 1: Log into Your HubSpot Account

  • Go to the HubSpot login page.
  • Enter your credentials to access your dashboard.

Step 2: Access Contact Settings

  • In the top right corner, click on your profile picture or initials.
  • From the drop-down menu, choose "Settings."

Step 3: Navigate to Objects

  • In the left sidebar of the settings page, click on "Objects."
  • Select "Contacts" from the drop-down.

Step 4: Go to Contact Properties

  • Inside the Contacts settings, find and click on "Properties."

Step 5: Review Existing Properties

  • You'll now see a list of default properties.
  • Browse through to familiarize yourself with what’s already there.

Step 6: Create a New Property

  • Click on the "Create property" button.

Step 7: Define Property Details

  • Give your property a label. This is how it will appear in your records.
  • Provide an internal name for system reference. This is typically auto-populated based on your label.
  • Add a description to help team members understand the purpose of this property.

Step 8: Choose the Field Type

  • Decide what kind of data this property will hold. Options might include:
  • Single-line text
  • Multiple-line text
  • Date picker
  • Dropdown select
  • Radio select
  • Number
  • and many more.

Step 9: Set Up Field Options (if necessary)

  • If you've chosen a field type like dropdown or radio select, you’ll need to define the options available for selection.

Step 10: Configure Advanced Settings

  • Determine if this property will be used in forms.
  • Define any additional field behaviors or default values, if necessary.

Step 11: Save Your New Property

  • Once all details are filled out, click the "Create" or "Save" button.

Step 12: Reorder Properties (Optional)

  • If you'd like to adjust the order in which properties appear:
  • Hover over the property name.
  • Click and drag to its desired position.

Step 13: Edit Existing Properties (if needed)

  • If you want to modify an existing property:
  • Click on its name.
  • Adjust the details as required.
  • Save your changes.

Step 14: Test the New Property

  • Go to any contact record.
  • Ensure the new or edited property appears correctly and captures data as intended.