Imagine you’re gathering specific information from new leads for your bakery, Sweet Stacks, but it wasn’t included in HubSpot’s default contact fields. How can you accomplish this?
- Utilizing the HubSpot forms tool to ask these questions and ensuring the responses are mapped to custom contact properties
- Adding the data as notes directly within each individual contact record after they are created
- Creating separate spreadsheets to track this additional data and manually referencing them as needed
- Using the HubSpot tasks feature to remind the team to ask for this information during follow-up calls
Explanation
HubSpot uses properties as the fields that store information on records. When the needed data is not available in the default contact properties, the correct setup is to create a custom property for that information. That property can then be added to Forms, so each submission writes the response to the right contact record. This is the standard HubSpot method for collecting new lead data in a structured way that can be used across the CRM. HubSpot Knowledge Base+2HubSpot Knowledge Base+2
Why the other options are incorrect
Notes in contact records Notes are not structured property values, so they do not store form data in a standardized way for filtering, automation, or reporting. HubSpot Knowledge Base+1
Spreadsheets Spreadsheets keep the information outside the HubSpot CRM, so the data is not automatically stored on the contact record. HubSpot Knowledge Base+1
Tasks Tasks are for follow-up work, not for collecting and storing lead details as property data. HubSpot Knowledge Base+1
Source for verification
https://knowledge.hubspot.com/forms/create-and-edit-forms
https://knowledge.hubspot.com/properties/create-and-edit-properties