How to create custom properties
General Steps to Create a Custom Property in HubSpot
- In HubSpot, click on Settings (⚙️ icon).
- In the left sidebar, go to Data Management → Properties.
- Select the Object you want to create a property for.
- Click Create Property.
- Fill in the property details as described below.
- Save your changes.
1. On Heeet Marketing Influence Object
Purpose: Report on revenue influence based on deal stage.
Configuration:
SettingValueProperty LabelDeal StageObjectiveReport on revenue influence by deal stageField TypeDeal StageAssociated Record TypeDealAssociated Record PropertyDeal stageCampaign to Sync FromFirst Created
2. On Campaign Object
A. ROI ($)
Purpose: Calculate the ROI of a campaign in currency.
Configuration:
SettingValueProperty LabelROI ($)ObjectiveCalculate the ROI of a campaign in monetary termsField TypeCalculationOutput TypeNumberNumber FormatCurrencyFormula[properties.closed_won_revenue_influence] - [properties.costs]
B. ROI (%)
Purpose: Calculate the ROI of a campaign as a percentage.
Configuration:
SettingValueProperty LabelROI (%)ObjectiveCalculate the ROI of a campaign in percentage formField TypeCalculationOutput TypeNumberNumber FormatPercentageFormula([properties.closed_won_revenue_influence] - [properties.costs]) / [properties.costs]
Set Up Required HubSpot Properties
Create the standard properties Heeet needs so attribution, ROI, and reporting work out of the box.
