HubSpot Ticket Properties
HubSpot ticket properties are the ticket. Everything else, routing, views, reporting and automation, is just reading them back to you.
The HubSpot ticket properties you get before building anything
HubSpot ships a reasonable default set, and a surprising number of teams never look at it before inventing their own versions of the same fields.
Before you create anything, sit with that list for ten minutes. Two thirds of the custom properties I see in real portals duplicate something already there.
The properties that drive routing
A routing rule can only read what the ticket already knows. That means the properties feeding your routing have to be set at creation, not by an agent five minutes later, or the rule fires against an empty field and sends everything to the same fallback team.
Two ways to populate them at creation:
Free-text properties are useless for routing. So are properties that only get filled in during triage, because by then a human has already made the routing decision the workflow was supposed to make.
The properties that drive reporting
Different job, different rules. Reporting properties can be set late, and often should be, because the person who knows what a ticket really was is the person who closed it.
The set worth having is small.
Note what isn't on that list. Nothing that duplicates a stage, nothing an agent has to think hard about, and nothing with forty options in it.
Property types, briefly
HubSpot gives you the usual set: single line text, multi line text, dropdown select, radio select, multiple checkboxes, single checkbox, number, date picker, plus calculation properties that derive a value from other fields.
Three practical rules.
Design that survives a year
HubSpot lets you create far more custom properties than any support team should, and that generosity is the trap. Every property is a question somebody has to answer, forever.
Frequently asked questions
What are the default HubSpot ticket properties?
HubSpot default ticket properties cover pipeline, stage, priority, owner, source, create date and last activity. Everything else is a custom property, and HubSpot ticket fields is the same thing under the name people from other tools use.
How many custom HubSpot ticket properties should we create?
Fewer than you want to. Most teams run well on five to eight custom properties. If nobody has looked at a property in a report for six months, it's decoration.
Can ticket properties be set automatically?
Yes, from forms, from the channel a ticket arrived on, and from workflows on the tiers that include them. Automatic beats asking an agent every time.
What happens if I delete a ticket property?
You lose the values stored in it and the reports built on it break. Retire a property by removing it from forms and layouts rather than deleting it.
Should priority be set by the customer?
Almost never. Customer-set priority is uniformly high. Derive it from properties you trust, like plan tier, product area or channel.
One property no field can hold
"This is the same request as ticket 4412" isn't something an agent can type into a dropdown. Ticket Merger works that out for you on Zendesk and Freshdesk today, with HubSpot on the roadmap.
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