How to Configure Hubspot Record Fields for Manual Creation

When teams add data manually in Hubspot, the fields shown on each create form have a huge impact on data quality and user adoption. By configuring which properties appear when creating contacts, companies, deals, and tickets, you can guide users to capture consistent information without clutter or confusion.

This step-by-step guide walks you through setting up those fields, based strictly on HubSpot’s own configuration options for record creation forms.

Understanding Hubspot Record Creation Fields

In Hubspot, each object (contacts, companies, deals, tickets, and custom objects) has a dedicated create form. The properties you add to this form control what users see when they click Create record inside the CRM.

With the right configuration, you can:

• Standardize which details are collected for every new record.
• Reduce user errors and missing data.
• Speed up manual data entry for sales, marketing, and service teams.
• Align your CRM with your internal processes and reporting needs.

The options you’ll see depend on your HubSpot subscription, user permissions, and which objects are enabled in your account.

Who Can Configure Hubspot Record Fields?

Only users with the right permissions can change which fields appear on the create forms. In most accounts, this includes:

• Super admins.
• Users with full access to property settings.
• Administrators for specific objects (for example, a CRM admin responsible only for deals or tickets).

If you do not see the settings described below, contact your HubSpot admin to confirm your permission level.

How to Access Object Settings in Hubspot

Before you can change create form fields, open the object settings area:

1. In your Hubspot account, click the settings gear icon in the main navigation.
2. In the left sidebar, locate the Objects section.
3. Select the object you want to configure, such as Contacts, Companies, Deals, Tickets, or a custom object.

Each object has its own configuration for record customization, including the properties seen when a user creates a new record.

Set Up Fields for Creating Records in Hubspot

After choosing an object, you can decide which properties appear when a user manually creates that type of record in Hubspot.

Step 1: Open the Record Customization Area

1. Inside your chosen object’s settings, navigate to the Record customization tab or section.
2. Look for a subsection labeled something like Set properties for creating [object] or Manage create form.

This area controls which fields users see when they click the Create button for that object.

Step 2: Choose Properties to Show on the Create Form

In the create form configuration panel, you can add or remove properties:

1. Click Edit or a similar button to modify the layout.
2. Use the properties list to find the fields you want, then click to add them to the create form.
3. Drag and drop properties to reorder them so that the most important fields appear at the top.

Typical fields you may want to include:

• For contacts: First name, Last name, Email, Phone, Lifecycle stage.
• For companies: Company name, Domain, Industry, Company owner.
• For deals: Deal name, Pipeline, Deal stage, Amount, Close date.
• For tickets: Ticket name, Pipeline, Ticket status, Priority.

Only include properties that users truly need at the moment of creation to keep the form concise and focused.

Step 3: Mark Required Fields for Manual Creation

To enforce data quality, you can require certain fields before a record can be saved:

1. Within the create form editor, locate the property you want to make required.
2. Enable the option to mark it as Required for record creation.
3. Repeat for any other key fields, such as Email for contacts or Deal stage for deals.

Required fields help ensure that users cannot create incomplete records in Hubspot, which supports better reporting and automation later.

Step 4: Review and Save Your Hubspot Configuration

After you add, rearrange, and require properties:

1. Preview the create form to confirm that it is clear and easy to follow.
2. Check that essential fields are visible near the top.
3. Click Save or Publish to apply the changes to your Hubspot account.

Once saved, all users with access to that object will see the updated fields the next time they manually create a record.

Best Practices for Hubspot Record Create Forms

To keep your CRM clean and user-friendly, follow these best practices when configuring fields for manual record creation in Hubspot:

• Minimize clutter: Avoid adding every property to the create form. Keep it focused on initial qualification.
• Think in stages: Only require information that users can realistically know at creation time.
• Align with automation: Include fields that trigger workflows or segmentation, such as lifecycle stage or lead source.
• Review regularly: As your processes evolve, revisit your layout and required fields.
• Train your team: Explain why certain fields are required and how they impact reporting.

Troubleshooting Hubspot Create Form Configuration

If your users are not seeing the correct fields on record creation forms, check these areas:

• Permissions: Confirm that their roles allow them to view or edit specific properties.
• Object selection: Make sure you edited the correct object (for example, Deals vs. Tickets).
• Active properties: Verify that the properties are not deleted or deactivated.
• Browser cache: Have users refresh or clear cache to see recent changes.

For more detailed technical reference, review the official HubSpot documentation for managing properties and create forms at this support article.

When to Customize Hubspot Fields by Team

Different teams may need different views when creating records in Hubspot. Consider updating your configuration when:

• You launch a new sales process or pipeline.
• Marketing starts capturing new lead data that sales must see.
• Support redefines ticket categories or priority rules.
• Leadership requests more accurate or detailed reports.

Work with stakeholders from each department to decide which properties are essential at creation, and which can remain optional or appear later on the record.

Improve Your Hubspot Setup with Expert Help

Optimizing fields for record creation is just one part of a solid CRM strategy. For broader help with implementation, property strategy, and data governance across your Hubspot account, you can consult expert partners such as Consultevo, who specialize in CRM architecture and process design.

By thoughtfully configuring which properties appear when users manually create records, you ensure that every new contact, company, deal, and ticket in Hubspot starts with complete, reliable data. Over time, this leads to cleaner pipelines, better automation performance, and more trustworthy reporting across your organization.

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