Supercharge Your HubSpot: Unleash the Power of Custom Properties

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  • Опубликовано: 28 авг 2024
  • HubSpot comes out-of-the-box with hundreds of built-in contact, company, deal and ticket fields, but you can also create your own!
    What does that mean? If you need to capture extra types of data beyond the defaults provided by HubSpot, you can easily create your own custom fields under Settings - Data Management - Properties. These can be open text fields, checkboxes, dropdowns, radio buttons, date pickers and more.
    Need inspiration? Capture budget requirements on a form through a custom dropdown field with preset ranges. Give your sales team customized checkboxes to select which competitive software a prospect is using. You get the idea!
    In this video, your HubSpot Helper will review:
    • Default field options built into HubSpot
    • Strategies to think through before creating custom fields
    • Popular types of custom fields
    • How to create custom fields (check out our worksheet below!)
    • How to segment and report on custom fields
    For more info, check out:
    • HubSpot custom fields worksheet (editable Google Doc!): resources.kiwi...
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    🎦 About "Your HubSpot Helper"
    Your HubSpot Helper is a RUclips series hosted by the HubSpot experts at Kiwi Creative with one goal: to help you understand how to use all the awesome tools within HubSpot!
    Stay tuned for future videos that will dive deeper into HubSpot Marketing, Sales, Service, Operations and Content capabilities.
    Have an idea for a future video topic? Drop a comment below and you just might see it added to this playlist in the near future.
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    🥝 About Kiwi Creative
    Kiwi Creative is digital marketing agency for B2B software and technology companies. We are:
    • A long-time HubSpot Platinum Solutions Partner
    • Leaders of the HubSpot User Group for B2B Technology USA
    • Certified in HubSpot's Partner Scaled Onboarding program
    • Hosts of the "Your HubSpot Helper" RUclips Series
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    🚀 Ready to transform your HubSpot experience? 🚀
    Discover how our custom HubSpot Action Plan can elevate your CRM, marketing and sales efforts in just one week.
    Act now and start your journey to HubSpot mastery today 👉 hubspotactionplan.com

Комментарии • 1

  • @KiwiCreativeInc
    @KiwiCreativeInc  5 дней назад

    Ready to build out your very own custom properties? We’ve got worksheet just for that!
    Download it here 👉resources.kiwicreative.net/custom-properties-worksheet