🔗 HubSpot KB Bridge: Organize and export properties

💡 Core Capability

Keep your CRM properties organized to support data quality and reduce clutter. Group related properties to make them easier to find. Archive unused properties to remove them from view without permanently deleting them. Export property definitions to review usage across your account and identify outdated or redundant properties.

🛠️ Key Operations & Headings Outline

  • Create and edit property groups
    • Add properties to a group
  • Archive properties
    • Archive properties not in use within your HubSpot account
    • Archive properties in use within your HubSpot account
  • Restore or permanently delete archived properties
  • Export an individual property
  • Export all properties
    • Related content

📋 Subscription Availability

  • All products and plans

🔗 WayCup Operations & Workspace Context

  • Active Projects & Client Notes:
  • WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.

TIP

Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot