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2 min read

How to setup HubSpot property groups (super easy video tutorial)

HubSpot Property Groups Setup [HubSpot Admin]

What are HubSpot property groups?

Property groups are an organizational tool in HubSpot that enables you to group similar properties together within an object (i.e., contacts, companies, deals, and tickets). For example, if you're using Salesforce and HubSpot, you could create a property group for Salesforce-specific properties. 


As HubSpot's Deanna Schwarz reminded us during a recent episode of the HubHeroes podcast, data hygiene is one of the most mission-critical factors that will determine your success (or failure) with HubSpot for your business.

That's right! Unsexy as the idea may sound, if you haven't already, you need to make the cleanliness of your HubSpot portal a top priority — a New Year's resolution, if you will! 

What's the easiest and most powerful way to get started on your HubSpot pre-spring cleaning? Setting up property groups to add a whole new level of streamlined organization to your HubSpot contact, company, and deal data. 

🔎 Related: HubSpot Custom Properties, objects, and groups 101 (HubHeroes Podcast)

Now, before you start digging around and clicking lots of buttons in your portal trying to figure out what can seem like a very complex clean-up task at first, I want you to watch this tutorial. Because HubSpot is a lot like a library. 

HubSpot is your data library

Think about a library for a moment. Inside a library, you'll find thousands of books — nonfiction, mysteries, romance, science, self-help, the classics, encyclopedias, bestselling fiction ... you name it, your local library has it!

However, all of those different books aren't shelved haphazardly without any sort of organization. They're broken out into different sections, based on different book types (i.e., nonfiction vs. fiction, mystery vs. poetry). And within those sections, you'll potentially find even further subsets of organization, like books being shelved in alphabetical order by the author's last name. 

Could you imagine if your local library lacked that kind of organization? If all of those thousands of books were shelved in a completely arbitrary way, with no rhyme or reason as to which ones were stored where? Sure, you might find pockets of books where it's clear someone tried to implement some sort of organization ... but still ... whew, no one would go to this kind of library, right?

Is your HubSpot data library a mess?

This is the kind of mindset I want you to start applying to HubSpot. When you don't go out of your way to organize your HubSpot portal property data with tools like groups, you have a library where it's impossible to find everything. Sure, you can access the data you need, but you'll always feel more friction in everything you're trying to do.

In less than 10 minutes, I'll teach you how to become a master of HubSpot property group organization. That way you can get the most out of your HubSpot investment with data that is clean and streamlined. Trust me, this doesn't sound that exciting, but this will be the best 10 minutes you've spent all day.

Hungry for more HubSpot goodness?

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Data hygiene is EVERYTHING if you want to get the most out of #HubSpot. With that in mind, if you're looking for a #NewYearsResolution that is super powerful (and super easy), meet HubSpot property groups.

In less than 10 minutes, this video tutorial will teach you how to cleanup and streamline your HubSpot: https://hubheroes.co/3QfoeVM

#datahygiene #hubspot #inboundmarketing #CRMorganization #CRMtips 

When you don't go out of your way to organize your #HubSpot portal property data with tools like groups, you have a library where it's impossible to find everything. Sure, you can access the data you need, but you'll always feel more friction in everything you're trying to do.

Get your HubSpot back on track with this crazy easy (and crazy powerful) video tutorial: https://hubheroes.co/3QfoeVM

#hubspotcrm #hubspottips #hubspottutorials #CRMtips #CRMorganization #inboundmarketing

Unsexy as it sounds, you need to make the cleanliness of your #HubSpot portal a top priority — a New Year's resolution, if you will! 

Specifically, the cleanliness of your data! What do I mean by that? Check out this quick video tutorial on HubSpot property groups setup: https://hubheroes.co/3QfoeVM

#datahygiene #hubspottutorials #CRMtips #CRMorganization #inboundmarketing #inboundtips

What's the easiest and most powerful way to get started on your #HubSpot pre-spring cleaning? Setting up property groups to add a whole new level of streamlined organization to your HubSpot contact, company, and deal data. 

And this video tutorial will teach you how: https://hubheroes.co/3QfoeVM

#hubspotcrm #CRMtips #CRMorganization #datahygiene #inboundmarketing #hubspottips

Wanted: Full-time HubSpot implementation specialist, HubHero in the making

4 min read

Wanted: Full-time project manager, HubHero in the making

Guess who's back? Back again!

Yeah, yeah, it's your boy, George. 

I'm back ... on a brand new search for a good human to join my team.

Read More

5 min read

How to create a powerful B2B event marketing strategy (+ examples)

Look, I'm not rockin' any B2B marketer's world by pointing to an event strategy as a powerful way to level-up your marketing plan. However, I want to...

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8 min read

8 mind-blowing HubSpot social media tools for brands (+ examples)

I don't care where you land on the social media know-how spectrum — an absolute wizard or still learning how to refine your company's social...

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