How to create custom properties

General Steps to Create a Custom Property in HubSpot

1. In HubSpot, click on Settings (⚙️ icon).
2. In the left sidebar, go to Data Management → Properties.
3. Select the Object you want to create a property for.
4. Click Create Property.
5. Fill in the property details as described below.
6. 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]