How to Create and Edit Custom Properties in Hubspot

Managing accurate CRM data in Hubspot starts with well-designed properties. This guide walks you through creating, editing, organizing, and using custom properties so your teams can store the right data and keep records consistent.

Understanding Properties in Hubspot

In Hubspot, properties are the individual data fields that store information on records such as contacts, companies, deals, tickets, custom objects, and products. You can use both default properties and custom properties to track the data your business needs.

Each property belongs to a specific object and has key configuration options, including:

• Label – the human-readable name that appears on record views and forms.
• Internal name – a system identifier used in integrations and code that cannot be changed after creation.
• Field type – how data is stored and displayed, such as text, number, dropdown select, date picker, or calculation.
• Group – the section where the property appears on records and in property lists.

Only users with the right permissions can create and edit properties, and certain actions depend on your subscription level.

Accessing Property Settings in Hubspot

To work with properties, you first need to open the property settings area within your Hubspot account.

1. Sign in to your Hubspot account.
2. Click the settings icon in the main navigation.
3. In the left sidebar, go to Properties.
4. Use the Select an object dropdown to choose the object you want to manage, such as contacts or deals.

From this area, you can view all existing properties, filter them, and create new ones.

How to Create a New Property in Hubspot

Creating a property in Hubspot lets you collect specific data that is not available in default fields. Follow these steps to add a new property to any supported object.

Step-by-step: Create a property in Hubspot

1. In Settings > Properties, make sure the correct object is selected.
2. Click Create property.
3. Configure the basic information:
   • Object type: confirm the object (e.g., Contact, Company, Deal).
   • Group: choose an existing property group or create a new one.
   • Label: enter the property name as it should appear to users.
   • Description: add an internal explanation of how and when to use the property.
4. Choose the Field type that matches the kind of data you want to store, such as:
   • Single-line or multi-line text
   • Number or calculation
   • Date picker
   • Dropdown, multiple checkboxes, or radio select
   • User, file, or other specialized types (depending on your subscription)
5. Configure options for the selected field type. For example, for dropdowns and checkbox fields you will define the option labels and values.
6. Set any additional rules, such as whether the property is required on specific forms or pipelines, if available in your subscription.
7. Click Create to save the property.

Once created, the property becomes available in forms, workflows, filters, views, and record layouts across Hubspot.

Editing Existing Properties in Hubspot

You can modify many aspects of a property in Hubspot after it has been created, such as the label, description, group, and options. However, some core elements like the internal name and object type cannot be changed.

How to edit a property

1. Navigate to Settings > Properties and select the relevant object.
2. Search or filter to find the property you want to edit.
3. Click the property name to open its details panel.
4. Update the editable fields, which may include:
   • Label and description
   • Group assignment
   • Field options (for select-type fields)
   • Display settings where available
5. Click Save to apply your changes.

Before editing properties used by forms, workflows, or reports, review where the property is referenced so you do not unintentionally break existing processes.

Managing Property Options in Hubspot

Select-type fields in Hubspot, such as dropdown select, multiple checkboxes, and radio select, use options that you can organize, edit, and reorder.

Editing options for select-type fields

To manage options for an existing property:

1. Open the property from the properties settings screen.
2. Locate the options section for the field.
3. For each option, you can usually:

• Change the label that appears to users.
• Edit the internal value used in integrations (where supported).
• Reorder options using drag-and-drop, if available.
• Add new options or remove unused ones.

Always confirm the impact of changing option values if they are used in workflows, integrations, or reports connected to Hubspot.

Organizing Properties with Groups in Hubspot

Property groups help keep your Hubspot records organized by clustering related fields under clear headings. Groups also improve the user experience when your team views or edits records.

Create or edit property groups

1. In Settings > Properties, ensure the correct object is selected.
2. Click Manage groups (or similar option, depending on your interface).
3. Create a new group by entering a name and, if available, a description.
4. Reorder groups so that the most important sets of properties appear higher on records.

When creating or editing properties, select the right group so the field appears in a logical section on the record sidebar and property lists.

Using Properties Across Hubspot Tools

Once properties are properly configured, they become powerful building blocks across Hubspot tools. Well-structured data supports reporting, automation, segmentation, and personalization.

Common ways properties are used

• Forms: Map form fields to specific properties to capture information from leads and customers.
• Lists and segments: Build active or static lists using property filters for targeted communications.
• Workflows: Trigger automation when property values change or meet certain conditions.
• Reports and dashboards: Analyze performance by filtering or grouping data by property values.
• Record views: Customize sidebars and tables to show the most relevant properties for each team.

For additional optimization or help implementing a full CRM data strategy beyond property setup in Hubspot, you can review consulting services from partners such as Consultevo.

Best Practices for Property Management in Hubspot

To keep your CRM clean and scalable, plan your properties carefully and review them regularly.

• Standardize naming: Use clear, consistent labels and descriptions so users understand each property’s purpose.
• Avoid duplicates: Search existing properties before creating new ones to prevent overlapping fields.
• Align with teams: Involve sales, marketing, and service stakeholders when defining new properties.
• Limit free-text fields: Use dropdowns or checkboxes when possible to keep data structured and easier to report on.
• Audit regularly: Periodically review properties and groups to remove unused fields and update options.

Learn More About Properties in Hubspot

The official Hubspot documentation provides detailed, always up-to-date instructions and notes about limitations, subscriptions, and advanced field types. You can explore the original reference here: Hubspot property creation and editing guide.

By following the steps and best practices above, you can design a reliable property structure in Hubspot that supports accurate reporting, flexible automation, and better collaboration across your teams.

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