How to Hubspot: Custom property formatting, and latest updates

Let me show you how to Hubspot:

As mentioned in one of the earlier newsletters, protecting the data integrity is key to success. Often times, when creating custom properties, we end up allowing data in different format to be stored in the same property. This ends up being a nightmare for reporting or gathering any meaningful insights.

Luckily, Hubspot has found a solution for that, too - long live the formatting rules! Depending on the type of property, different formatting rules are available to ensure that the data that enters your system is consistent, so you can use it for reporting, automation or calculation.

Here are some (not all) of the rules available:

• Set min/max character limit (useful if, for example, you expect an input that has to be a set number of characters)
• Restrict to numeric values (useful for phone fields)
• Don't allow special characters (useful for email fields)
• Future dates only, past dates only, specific date range (useful for DOB selection, or booking an appointment); for date properties you can also allow Monday to Friday selection only
• Limit decimal places
• Set min/max value limit (useful for age restriction or number of items requested)

It is important to decide what kind of data you need to collect and how you want to use it afterwards. That will help you determine the rules needed and ensure the data that gets into the system is data you can reliably use.

What's new in Hubspot?

• Free CMS Website Themes: Free CMS website themes are now available for all customers
• Ad Performance Metrics in Custom Reporting: You can now connect your Facebook, Google or LinkedIn ad accounts to measure performance across the board. Look at year-over-year spend, drill into specific campaigns and ad levels, and compare spend across ads all in a single report.
• Customised quote templates: Customised quote templates combine the power of our CRM, CMS, and payments tools to enable users to create personalised quoting, contracting, and invoicing experiences for their customers.

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