How to auto-create HubSpot properties (contact, deal or company) using this free import automation built on APIANT.
Target Audience: HubSpot Admin
First you'll need an APIANT account...
Then copy and edit this Google sheet
Here's the link to the Google sheet.
Add as many rows as you like.
Choose the HubSpot object you'd like to create the properties for:
- Contact
- Deal
- Company
Give it a property group name
You can always list a property and choose "No" to create custom property in HubSpot to ignore it for now.
Choose the display name, api name
Select the property type from the drop-down:
- Date picker
- Date time
- Dropdown select
- Multi-line text
- Multi-select
- Number field
- Single line text
- Single on/off checkbox
- HubSpot native
And finally enter your property description
Once you've entered all your rows (one per property), download the sheet as a CSV:
Install the template automation in your APIANT account
Here's the link to the template called Create HubSpot custom properties from CSV
Once installed, connect a HubSpot Hub from the menu
Choose System's Public App, and login the Hub
Turn on the automation
Press play button for the automation since this is a Form App based trigger
Click to upload your CSV
Your properties will auto-create and a report will generate.
Feel free to edit the automation as you see fit (could you even add values to drop-downs and multi selects).
Head over to forum.apiant.com to share your experience and help each other.
