SPOTTER | Your Hubspot Helper
📢 Announcement: Add Default Values to Properties
Last week, Hubspot announced a new feature which allows you to add a default value to properties.
For numbers, enumerations, multi-select and most other property types, you can save some time on manual data entry, increase the accuracy and fill rate of properties, and improve your reporting with this one simple step.
I also have the suspicion it will help with failing workflows and calculated properties (say goodbye to “Null” values!").
✅ Tip
Quick fix for a common HubSpot headache.
Create Lists From Form Index
We’ve discussed the action menu in a form’s option page, but a lot of people overlook the quick and convenient actions right in the forms index. You can go down the line and create lists from all your forms in a relatively short period of time.
⚠️ Trap
Mistake to avoid before it causes chaos.
Naming Conventions in Forms
Here is a limitation in Hubspot that most people don’t talk about: Forms are not an object.
This can lead to a lot of issues with data hygiene, edits, and more. Maybe some day we will be able to make custom form properties and bulk edit them, but until then, I use this best practice as a hack:
Naming Conventions.
Need to find forms that have a specific property? If it’s in your naming convention, the search will find it.
Either way, it’s a good idea for your form name to over index on how much information it carries.
🔄 Try
Something small to test or improve this week.
Lead stage tracker on contact view
Leads also have an issue with their object status. Unlike forms, you can create custom lead properties. But they don’t have their own record view, just a sidebar preview.
A lot of people jump around between contacts and deals without realizing that they can display the lead on the contact record. But not in an association card.
If you go into the view customization and “view all cards” you can add a “lead stage tracker” to your contact record pages.
👋 Need a Spot?
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