The growing digital industry has increased the use of digital CRM platforms like HubSpot which helps to improve the customer relations and track their interaction with the business by creating, storing and distributing data within the entire single easy-to-use platform.Once you have the customer data configured it will become easier to figure the sales elevation and deflation.
What Are HubSpot Custom Properties
The HubSpot custom properties define the structure of customer data on different platforms on the HubSpot CRM such as sales hub, marketing hub and service hub. There is a limit on creating the custom properties on the basis of the HubSpot subscription. It is recommended to create custom properties which define and maintain the organizational data structure.
What Are The Types Of HubSpot Custom Properties
There are in built HubSpot properties such as
- Deal properties
- Contact properties
- Ticket properties
- Product properties
- Company properties.
Apart from these you can create properties which collect data unique and specific to your business. Lets see how to create custom properties in HubSpot
Creation Of HubSpot Custom Properties
A good thumb rule while creating the properties is that there must be a minimum number of properties created to accomplish your goal so that the platform looks neat and easily readable. Before setting up the properties, it is necessary to list out the goals that you want to accomplish while using a certain CRM object. As said earlier, you are limited to property creation upto your subscription so please ensure you check your subscription pack and upgrade accordingly.
In order to create a property you will have to follow the stated steps:
- Setting > properties > create a property > complete the form to create property > create
In order to edit the existing property you will have to follow the steps:
- Setting > CRM > Property> edit > save
Under the edit property option you will be able to see the form and make changes accordingly such as changing field name, internal value, in forms, add an option etc.
What Are The Benefits Of HubSpot Custom Properties?
In order to decipher the data of your business it is necessary to tailor the custom properties accordingly. With the help of HubSpot custom properties you can:
- Integrate data: you can keep a track of all your data by creating custom properties including specific type of data
- Augments data: all the form are collected for your internal teams
- Aims at segments: increases conversion rate by tracking the laser- focused audience and sending them messages.
- Streamlines data: hands off the required data to the team accordingly.
Organizing Properties With Groups
In order to function effectively you can group various properties together to avoid clutters and accomplish goals.
You can group the custom properties as follows
- Product specific
- Customer success
- Additional demographics
Once you understand the segmentation of the data and properties you will start achieving organisational goals at a faster rate.