Watch the demo

In this short video See how Smart Properties work in practice and how they can simplify data entry and segmentation for your marketing, admissions, and CRM processes.

Smart Properties is a new HubSpot feature that allows you to create dynamic property options based on rules. This means you can tailor the options a user sees in a dropdown field (like "Course Interest" or "Lead Source") based on the values of other properties - without needing custom code or workflows.

For example:
If “Region” is set to “International,” the “Country” field can auto-filter to show only relevant options.

Why this matters for education organisations

• For Admissions Teams:
  You can now guide team members or external users to enter cleaner, more accurate data based on contextual inputs. For example, if someone selects “Sixth Form” as their interest, you can limit the programme options shown to just Sixth Form courses.
• For Marketing & CRM Managers: Smart properties help enforce consistency across the CRM, reduce data clean-up, and streamline segmentation. That means more accurate reporting, better automation triggers, and a smoother experience for both staff and families.

It’s especially useful when managing:

• Enquiries across multiple campuses or regions

• Programme-specific outreach

• Tiered application journeys