Quick tipHow toSmart CRMData Hub

Smart properties: let Data Agent research and fill a property

A smart property is a property with an AI prompt behind it.

Subscription
Starter and up; HubSpot Credits required to run
Permissions
Data enrichment access or Super Admin to run
Time
4 min · Intermediate
Last verified

Short answer

In the create property panel, Make this a smart property adds a Data Agent prompt so HubSpot researches and fills the value. HubSpot's KB says smart properties work for contacts, companies, deals, tickets and custom objects, can use sources such as activity transcripts, and are separate from standard enrichment. Running one consumes HubSpot Credits. In bulk, use the Data Agent: Fill Smart Property workflow action.

1. The option

The create property panel in my demo portal. I did not create a property.

Create new property panel with Create with Data Agent tab and a Data Agent prompt smart property checkbox
Create with Data Agent (1) and the smart property option (2).

2. Control the cost

  • Set a feature limit first. See credits.
  • Run on a small segment before all records.

3. Related

Enrichment settings.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

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