This document provides instructions for creating custom property groups and dropdown menu properties in Hubspot. It is a 10 step process: 1) select company properties, 2) create a property group, 3) name the property group, 4) create a property, 5) name and describe the property, 6) select the property group, 7) add options to the dropdown menu, 8) repeat to add more categories, 9) make the new fields visible in the default view, and 10) check that the new fields appear correctly. The example adds fields for name, website, email, contact last name, city, agent, association, and agency management system.

1. FOR
MICHAEL TROUILLON
Creating custom property groups
and properties in Hubspot w/
dropdown menus

4. Step 1: Select Company Properties
Step 2: Select Create a
property group

5. Step 3: Name your property group

6. Step 4: Create a property

7. Step 3: Name your property
Step 4: Describe your property
Step 5: Sect property group
Step 6: Select “dropdown Select” from the
Field type Menu

9. Step 7: Type your
option. Then select “Add an
option to add another option
Repeat this process to add your
options. Alternatively, ”load
options” allows you to also
upload options via excel format,
copy from another property or
paste them in. Press create to
finish

10. Your list should start looking like this

11. Step 8: Repeat instructions on slides 4-10 to
add more menu categories. Obviously,
drop-down menus are just an option. And
Drop-down menus wont let the user add any
Information that is not in the menu, use single
line or multi-lined text to enter unique answers

12. Additional menu example using your
association question.

13. Step 9: Let’s make our new field
spaces visible in the default
view.

15. Check our new properties on
the left

16. Step 9: To add your new properties to the
main view, select settings tab

17. Select “manage”
for contacts or
companies

18. Check the properties you would like to make
Visible on the left. Sort the properties on the right.

19. STEP 10: Let’s check
our work.

21. Hubspot works best with website URLs. It will
populate general information on the company
like addresses and phone numbers as well as the
company name and industry.

22. You should see the new field spaces you
created to the left. If not, review slides 17-18.
Also, make sure you are viewing “companies” if
you created field spaces for companies and
vice versa.

24. If you have previously gathered data, put it on
an excel spreadsheet and instead of selecting
create company (as shown on slide 20) select
upload. Make sure your excel sheets columns
match up with the field spaces on Hubspot
Name
First
Name website email
Contact
last
name City Agent
HubSpot
Owner
Personal Line
Rater Association
Agency Management
System
Irving
Weber
Associates
, Inc. Michael
iwains.co
m
swoo@po
ms.com
Truillio
n
Ronkon
koma
Michael
Truillion Shaun Woo PL Rater United Valley AMS 360