We need a way to pre-set the value of a property field. I am constantly creating new Contacts where 85% of the time, the values of several properties are always the same. For example, I have a property called HaveX that should almost always be a value of 'yes', but I cannot set the default value of this (and other properties).
Hubspot Support response:
It is not currently possible to set a default value for properties within your account, as we don't have the ability to force a property to always have a value. However, you can set a default value for a property in forms by checking the "Pre Select" box next to an option in the form editor. You also have the option to create a workflow to automatically update records that don't have a value for the property in question.
my response >> I know about setting workflows and forms, but neither would fit this need. Can I ask for this to be considered for future development?
I would really like this too; we have several properties with drop down values when we create new customers, where we would like one value to be the default. Of course with the option for the user to change it in the process. Workflows will not work for this.
For Contact records I currently address this using a workflow triggered by a filter:
Workflows have their limitations (initialization is not immediate) but they are better than nothing.
For deals I also use a workflow triggered by a filter based on an editable field. It invokes a Create record action that creates and initializes a deal record:
Will this ever be on the roadmap? Setting a default (especially on a binary yes/no checkbox field) is a no-brainer feature! Workflows are NOT a workaround. PLEASE tell us when this will be added. This is table stakes in a CRM.
This is a huge problem for me. I am creating a custom integration application and need to identify a record as having been created on hs. Without a default value for the flag, I am stuck as the workflow runs after the creation and the record has already been replicated on the Salesforce instance. So bizzare not to offer this. And also required properties I must say... I suppose there are reasons but who knows what they are.
Agree with the other comments on this thread that this should be standard functionality for a CRM - it seems straightforward, and it's very surprising that HubSpot doesn't already have this.
I thought conditional properties would help the situation but unfortunately they can't do 'is not equal to' so I have to create a workflow to input a bunch of 'No' values now so the condition can correctly calculate 'Yes' v 'No' or 'blank'. Crazy!
Bumping this up as well. I'm actually surprised it's not a feature of custom properties yet. I'm just wanting a Yes/No - with No being the default for ALL contacts until they end up in a Promo workflow, that workflow updates to "Yes" allowing the filter to then correctly work across the remaining workflows.
When our support agents create tickets, there are certain properties that should always have a default. For instance - how the ticket was submitted by the user is almost always going to be via phone if we are manually creating the ticket. We want the default value of the source of the ticket to show "phone". I'd also like to suggest you allow for conditional defaults - if the user's group for instance is our Tier 1 support team, then their default value for our custom property Support Tier should show "Tier 1". Whereas if our Tier 2 support team somehow has to do their own triage, their default should be "tier 2".
Similarly, I have [too many] properties on my deals [separate issue] and 90% of our business is commercial but we have a field for "Gov't or Commercial" that should be set to Commercial 90% of the time. The sales reps never fill it in so it becomes a data maintenance issue. Yes I could create a workflow but enabling a default selection on a picklist would be WAY BETTER. Thank you.
