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      1. Internal FVM-Knowledge-Base
      2. Hubspot: Updates
      3. HubSpot spotlight

      Custom Properties on User Object - and User based Workflows

      What is new?

      HubSpot introduces two important enhancements for the User object:

      1. The ability to add custom properties for HubSpot users
      2. User-based workflows

      Link to Product Update

      Why is this important?

      • Enables customization of HubSpot to individual business processes
      • Improves management and utilization of employee data in the CRM
      • Opens new possibilities for reporting and automation
      • Optimizes internal processes, such as onboarding new HubSpot users

      How does it work? Custom properties for users:

      1. Go to Settings > Users & Teams > Users > [Select User] > Preferences and Custom User Properties
      2. Follow the property creation wizard
      3. Fill in the data under Settings > Users & Teams > Users > [Select User] > Preferences and Custom User Properties

      Note: The user must be assigned a Sales or Service Enterprise Seat to receive custom data.

      User-based workflows:

      • Create workflows specifically for the User object
      • Use the new custom properties as triggers or actions in these workflows

      Practical example: Optimized Onboarding of new HubSpot users Initial situation: Your company is growing and regularly hires new employees who need to use HubSpot. The onboarding process was previously manual and time-consuming.

      Solution:

      1. Create custom properties for users:
        • "Onboarding Status" (Dropdown: Not Started, In Progress, Completed)
        • "Department" (Dropdown: Sales, Marketing, Service, etc.)
        • "Start Date" (Date)
      2. Set up a user-based workflow:
        • Trigger: New HubSpot user is created
        • Actions: a) Set "Onboarding Status" to "Not Started" b) Send an email to the team leader with information about the new user c) Schedule a task for IT support to set up the user account
        • Condition: When "Onboarding Status" is set to "Completed" d) Send an onboarding experience survey to the new user

      Result:

      • Automated and standardized onboarding process
      • Better overview of new user progress
      • Time savings for HR and IT teams
      • Improved onboarding experience for new employees

      Availability These features are available for: Sales Enterprise, Service Enterprise

      Next Steps

      1. Identify relevant custom properties for your HubSpot users
      2. Plan workflows that use these new properties
      3. Train your team in using the new features
      4. Monitor results and optimize your processes

      Use these new features to personalize your HubSpot usage and optimize internal processes!