Can I create custom properties in HubSpot during migration process?

Last Updated: 09/28/22

Applies to:

HubSpot users who would like to create custom properties with the help of Trujay tool

 

Common Causes / Issues:

Simplifying and speeding up the process of custom properties creation in HubSpot through Trujay functionality

Tactical Rundown:

You can easily create custom properties in HubSpot using our mapping UI. To proceed, follow these steps:

1. Go to the objects mapping page  (Map Fields)
   
   

2. On the mapping page, click Unmapped Fields:

3. You will open a window where you can map fields that weren’t auto-mapped. On the target CRM side, click Add custom field: 

4. Choose a field type on your target CRM from the dropdown list. The custom field will appear in the list of HubSpot so you can match it. 

Set the desired field name and description, and  click Apply:

 

Please note that this option is available only for Companies, Tickets, Contacts, and Deals.

Still Need Help?

Please submit an inquiry on the contact page or email support@trujay.com.