This HubSpot training highlights that users can now create property fields for records directly within workflows. Previously, users had to leave the workflow, navigate to settings and properties, create the field, and then return to the workflow. With the new feature, users can create property fields without exiting the workflow, streamlining the process.
Video Overview
- Create property fields in workflows: This video showcases a new feature enabling users to create property fields for their records directly within workflows, eliminating the need to navigate to settings and properties.
- Advantages of this feature: The new feature saves time and hassle for the users, as they can create and use the property fields without leaving their workflow.
Create Custom Properties Directly in Workflows
In the seventeenth part of our ‘How to HubSpot’ series, we’re highlighting a feature that significantly streamlines workflow customization: the ability to create custom property fields directly within workflows. This new functionality is a must-have for users who need to add new properties on the fly.
Previously, if you were in the middle of setting up a workflow and realized you needed a new property field, you had to interrupt your process. You would navigate away from the workflow, go to your settings, create the property, and then return to your workflow. It was a multi-step process that could disrupt your train of thought and slow down your progress.
Now, HubSpot has simplified this process. You can create a new property field right from the workflow interface. This means you can stay focused on building out your automation without having to switch back and forth between different sections of HubSpot. Once the new property is created, you can immediately incorporate it into your workflow, maintaining a seamless setup experience.
As we continue to explore the latest features and capabilities of HubSpot CRM, stay with Xcellimark for more insights and tutorials. Our aim is to empower you with the tools to make your digital marketing strategies as effective, efficient, and intuitive as possible.
