Templates
Create HubSpot Properties New
You can create new HubSpot properties directly from PDF CreateMate without leaving the template builder. This is useful when you need a new property to store generated documents or when placeholder analysis finds unmatched properties.
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The Create Property dialog shows:
- A form to create a new HubSpot property with name, label, and description fields
- Property type selector (Single-line text, Number, Date, etc.)
- Property group assignment dropdown
- Object type indicator showing which HubSpot object the property belongs to
- Create and Cancel buttons in the dialog footer
- A form to create a new HubSpot property with name, label, and description fields
- Property type selector (Single-line text, Number, Date, etc.)
- Property group assignment dropdown
- Object type indicator showing which HubSpot object the property belongs to
- Create and Cancel buttons in the dialog footer
When to Create Properties
- You need a new file property to store generated PDFs on a HubSpot record
- Placeholder analysis found unmatched placeholders and you want to create the corresponding HubSpot properties
- You want a custom property for a specific template configuration (e.g., a text property for a signature URL)
How to Create a Property
- In the Template Builder, click Create Property — this button appears in the Settings step and in the Placeholders step when unmatched placeholders are found
- Fill in the property details:
| Field | Description |
|---|---|
| Label | Display name shown in HubSpot (e.g., "Invoice PDF") |
| Internal Name | Machine-readable name used in placeholders and API calls (auto-generated from label) |
| Field Type | The type of property: File, Text, or Text Area |
- Click Create to add the property to HubSpot
The internal name is automatically generated from the label. For example, "Invoice PDF" becomes "invoice_pdf". You can edit it before creating.
Field Types
| Type | Use Case |
|---|---|
| File | Store generated PDF or DOCX files. Use this for document storage properties. |
| Text | Short text values like signature URLs or reference numbers. |
| Text Area | Longer text content. |
Most of the time you'll create File properties to store generated documents. Text and Text Area types are useful for storing signature links or other metadata.
Naming Rules
Internal property names must follow these rules:
- Must start with a letter (not a number or special character)
- Can contain letters, numbers, underscores, and hyphens
- Must be unique within the same HubSpot object type
- Are automatically converted to lowercase
Valid examples: invoice_pdf, contract-file, signatureUrl
Invalid examples: 123_file (starts with number), my file (contains space)
After Creating a Property
Once created, the property is immediately available:
- It appears in your HubSpot portal under the corresponding object type
- You can select it as a storage property in the template Settings step
- Placeholders referencing this property will show as "matched" after reanalysis
- The property is added to the PDF CreateMate property group in HubSpot
Properties created through PDF CreateMate are automatically synced. No need to manually sync properties afterward.
Related Documentation
- Upload Template — Selecting a storage property for generated documents
- Reanalyze Placeholders — Re-check placeholder matching after creating properties
- Supported HubSpot Objects — Which object types support properties