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HubSpot Custom Fields

Custom fields add new properties to contacts, deals, companies, etc.

C
Written by CMM Admin
Updated over 11 months ago

Create Custom Fields

  1. Settings > Properties > Create Property

  2. Select the appropriate Object type (Contact, Deal, Company, etc)

  3. Select Field type

    1. If multiple choice was chosen in EventBrite, choose single line text

    2. For dropdown select, option choice must match exactly the option choices in Eventbrite (or other integration)

    3. If single checkbox field is being used in HubSpot, use a drop down select “true” and “false”

  4. Click Create

  5. Field Permissions

    1. After a property has been created, you can set permissions so that only specific teams or users can view/edit the property.

    2. Settings > Properties > Search for property

    3. In the Property Access column, click the blue text to update permissions for the specified property. (This can be done with multiple properties by selecting the checkboxes and clicking Assign Users & Teams

  6. On the next screen, set property access to Assign to users and teams

  7. Select which teams and/or users will have access to the field(s) and set which permission level they will have.

  8. Click Save

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