Trap: Don't Let Duplicate Properties Slow You Down

✉️ Spotter – Your Weekly HubSpot Helper

✅ Tip

Quick fix for a common HubSpot headache.

Property Value Options
When you’re creating a new property, whether it’s a dropdown, radio button, or multi-select, you may have a long list of options to add to it. There are two ways to do this, and they are both much quicker than manually entering the values.

1. Presets
These are commonly used options for custom properties. Age groups, countries, days of the week, difficulty levels, and many many more.

2. Paste Your Own
This will allow you to take items listed in a document or spreadsheet and add them in one click. If they are separated by a new line, they will automatically be separated. If it’s a comma or semicolon, you just need to add that character as a delimiter.

3. From a Property
This is great when making synced properties. You can just add the options from a property that’s already in your account.

⚠️ Trap

Mistake to avoid before it causes chaos.

Don’t Let Duplicate Properties Slow You Down
Almost every HubSpot account has dealt with this issue. An admin or marketer made a new property, then months or even years later, a salesperson made a duplicate of it, because the property wasn’t showing in the default view.

And no, it’s not always the salesperson’s fault. This happens in all different ways. Here are a few things you can do to address it after the fact:

1. Property naming
   If the property tracks the same information, but might be called something different by different people/departments, consider naming it something that will show up in everyone’s search.

2. Default Record Views
   If it’s important to one or more departments, put it in their record views so they know it exists and don’t go and make another one

3. Copy the Values
   This is how you make sure the old and new properties have the same info, before you delete one. Choose which one is staying, then set a workflow to copy the values from the other. If there is a conflict? You’re gonna need to work out which of the two values is more trustworthy. See what the workflow looks like below

🔄 Try

Something small to test or improve this week.

Keep Track of Property Changes as a New Property
Need a quick way of filtering out records based on when a given property changed? Some of these “date changed” properties are built into hubspot, or can be accessed through the list builder’s filters. But some reporting & workflow needs are going to require a property to track the last changed date.

Make a date picker property and then build the workflow shown here, and voila! You’ll have a “date changed” property for whatever you are trying to track.

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