Create property
HubSpot Create Property is a powerful tool designed to customize your HubSpot CRM by enabling the creation of new custom properties for various HubSpot object types. It allows businesses to tailor their CRM data structure to fit their unique workflows and data management needs.
Features
- Supports creation of custom properties for multiple HubSpot object types including contacts, deals, companies, tickets, and custom objects.
- Allows specification of property data types such as string, number, date, boolean, and enumeration for flexible data input.
- Enables control over how properties appear in HubSpot through various field types like text, select dropdowns, checkboxes, and date pickers.
- Supports option lists for enumeration type properties to standardize inputs and enhance data consistency.
- Includes safety checks and guardrails to prevent unintended data modifications and ensure only authorized updates to CRM data.
Benefits
- Enhances CRM customization to better align with specific business processes and data requirements.
- Improves data organization and accuracy by allowing precise property creation tailored to business needs.
- Facilitates better reporting and analytics with structured and relevant custom data fields.
- Streamlines workflows by integrating property creation with existing HubSpot ecosystem and APIs.
- Reduces dependency on default HubSpot properties, empowering teams to capture unique data insights directly within CRM.
Description
🛡️ Guardrails: 1. Data Modification Warning: This tool modifies HubSpot data. Only use when the user has explicitly requested to update their CRM. 🎯 Purpose: 1. Creates new custom properties for HubSpot object types, enabling data structure customization. 📋 Prerequisites: 1. Use the hubspot-get-user-details tool to get the OwnerId and UserId if you don't have that already. 2. Use the hubspot-list-objects tool to sample existing objects for the object type. 3. If hubspot-list-objects tool's response isn't helpful, use hubspot-list-properties tool. 🧭 Usage Guidance: 1. Use this tool when you need to create a new custom property for a HubSpot object type. 2. Makes sure that the user is looking to create a new property, and not create an object of a specific object type. 3. Use list-properties to get a list of all properties for a given object type to be sure that the property does not already exist. 4. Use list-properties to to understand the data structure of object properties first.
Parameters
14 parameters
| Name | Type | Description |
|---|---|---|
| objectTyperequired | string | The type of HubSpot object to create the property for. Valid values include: appointments, companies, contacts, courses, deals, leads, line_items, listings, marketing_events, meetings, orders, postal_mail, products, quotes, services, subscriptions, tickets, users. For custom objects, use the hubspot-get-schemas tool to get the objectType. |
| namerequired | string | The internal property name, which must be used when referencing the property via the API |
| labelrequired | string | A human-readable property label that will be shown in HubSpot |
| description | string | A description of the property that will be shown as help text |
| groupNamerequired | string | The name of the property group the property belongs to |
| type | enum | The data type of the property |
| fieldType | enum | Controls how the property appears in HubSpot |
| options | object[] | A list of valid options for enumeration properties |
| formField | boolean | Whether the property can be used in forms |
| hidden | boolean | Whether the property should be hidden in HubSpot |
| displayOrder | integer | The order for displaying the property (lower numbers displayed first) |
| hasUniqueValue | boolean | Whether the property's value must be unique |
| calculationFormula | string | A formula that is used to compute a calculated property |
| externalOptions | boolean | Only for enumeration type properties. Should be set to true in conjunction with a referencedObjectType |
