Create HubSpot Custom Properties for a More Powerful Portal
HubSpot comes out-of-the-box with hundreds of built-in contact, company, deal and ticket fields, but you can also create your own!
Use this editable worksheet to make sure you:
-
Identify your unique data and pick the proper field types
-
Understand how properties affect segmentation
-
Identify potential issues with integrations
-
Consider HubSpot's sensitive data features to maintain compliance
Is your HubSpot data powering you…or hindering you?
HubSpot's default properties are fantastic and cover most business needs. The problem? Most ≠ all.
If there are properties missing in your CRM data you might:
-
Miss opportunities for deeper segmentation and personalization
-
Lose data your team relies on because it has nowhere to live
-
Fumble sales opportunities because of inadequate details
-
Create reporting that lacks depth and context
-
Improperly store sensitive data, leading to legal nightmares
Good data is the foundation of your CRM
The better data you have, the more you can do with marketing, sales and service processes—so don't hold back on gathering intel just because HubSpot doesn't have an appropriate property!
Follow the processes in this worksheet and you'll be able to:
-
Understand the impact detailed data will have on reporting and segmentation
-
Rationalize how the new properties will help your team
-
Properly strategize sensitive data needs to maintain compliance and customer trust
-
And so much more!