Lead Phone and Email

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

So I was working on a custom property to display if the email was valid or invalid for a Contact record but I noticed that phone or email is not an option to display on the Lead in the “About This Lead” section. I thought this was weird because how could a rep see the phone or email on the lead record, let alone know if it was invalid for a previous bounce. Is there a good solution to this situation? Do I need to create phone and email properties on the lead to mirror the contact record??
I did not even see that phone or email was an option to select under lead properties. Thanks!!
- Matt

2

Hi Matt (@Stacks42) ,

In HubSpot, Leads and Contacts are separate objects, and Leads don’t automatically show Contact fields like phone or email.

To display this info on a Lead record, you’ll need to:

  1. Create custom Lead properties for Email and Phone. (Settings > Properties > Lead Properties)
  2. Use a workflow to copy values from the associated Contact when the Lead is created.
  3. Add those fields to the “About this Lead” section for reps to easily view. (Settings > Data Management > Properties > Lead)

This helps reps see key details like contact info or email validity directly on the Lead record.

Helpful links:

3

Hi @ArisudanTiwari and @Stacks42

Thanks for the clear breakdown — that makes perfect sense now.

I hadn’t realized that Leads and Contacts are handled as entirely separate objects when it comes to property visibility. Creating custom Lead properties and syncing them via workflow from the associated Contact seems like the most straightforward approach.

Also, good call on including the Email Invalid or bounce reason fields — that’s exactly what I was aiming to surface. I’ll go ahead and set up those mirrored properties and workflows.

Appreciate you pointing me to the documentation links as well — super helpful!
Ankita Gupta
HubSpot Advisor