Articles on: Admin & workspace

Creating custom properties

Custom properties let you extend Katalyz's data model with fields that match how your business actually operates — deal amounts, close dates, prospect scores, industries, or anything else you want to track per-room.

Once defined, custom properties can be:

Displayed in rooms via the Field widget
Referenced as variables (type $ in a text widget) to personalize content per-room
Mapped to HubSpot (or other CRM) fields for bidirectional sync

⚠️ Requires org role Admin. Go to Data settings.

The four object types

Katalyz groups properties by the object they belong to:

Object type	What it represents	Example properties
Rooms	Deal-level data on a room	Deal amount, Deal stage, Close date, Prospect score
Contacts	People in your CRM who interact with rooms	Email, Phone, Job title, Company domain
Participants	People you've invited to a specific room	Role, Last login, Industry segment
Actions	Tasks and steps inside rooms	Priority, Due date, Status, Assignee

Each object has its own tab in the Data settings.

Supported field types

Field type	Use for
Single-line text	Names, short identifiers
Multi-line text	Notes, descriptions
Number	Counts, scores
Currency	Deal amounts, contract values
Date picker	Dates like close date, renewal
Dropdown (single-select)	Status, stage, tier
Phone	Phone numbers
User	Links to a Katalyz member

Creating a property

Go to Data settings.
Pick the object type tab (Rooms, Contacts, Participants, or Actions).
Click + Add property.
You get three options:
- Create from scratch — define a new Katalyz-native property
- Import from integration — pull an existing HubSpot/Salesforce field into Katalyz
- Import from file — bulk import property definitions
For "create from scratch," fill in:
- Property name (human-readable label)
- Internal name (auto-generated, used in placeholders and API)
- Field type
- Description (optional)
Save.

Origin column

Each property shows an origin:

Katalyz — created in Katalyz directly
Imported from HubSpot — originally a HubSpot property, now available in Katalyz via integration
Imported from Salesforce — same, from Salesforce

Properties imported from CRM come pre-linked to their source field.

Mapping to CRM fields

Any Katalyz property can be mapped to an external integration field (HubSpot, Salesforce).

The Mapped with column in the properties table shows the current mapping:

Empty (not mapped) — property exists in Katalyz only
HubSpot / deal_amount — mapped to the deal_amount field in HubSpot

To map or change a mapping, click the row → Edit property → select an integration and a field.

Some fields have canEditMapping: false — typically properties that were imported from HubSpot and should stay linked to their origin. Editing these would break the sync.

Usage tracking

The Used in column shows how many rooms actively use each property. This helps you:

See which properties your team actually reaches for
Identify candidates for cleanup (properties with 0 uses)
Gauge the impact of deletion (a property used in 57 rooms is a big commitment to remove)

Using custom properties in rooms

Once a property is defined, it can power:

Add a Field block to a room. Bind it to a custom property. The widget displays the current value.

Placeholders

Variables in text widgets

Type $ in a text widget to insert a property as a variable. The variable is replaced with the actual value when the room renders.

See Using variables in text.

Editing and deleting

Edit — change the property's label, description, or mapping. The field type generally can't be changed (would corrupt existing values).
Delete — removes the property from every room and every template that uses it. Widgets and placeholders referencing it break.

Before deleting, check the Used in count. A property in use across dozens of rooms should be phased out carefully — update the affected rooms first.

Updated on: 18/06/2026

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