There are some HubSpot setups that feel small, but quietly save a huge amount of time over the life of an account. Creating a full name property using calculated properties is one of them.

It’s quick to implement, requires no workflows or custom code, and immediately makes your CRM and task management cleaner and more usable.

Why a full name property is useful

Out of the box, HubSpot stores first name and last name as two separate properties. That’s fine most of the time, but it can become clunky when you want to:

• Pull someone’s full name into a deal name
• Use a contact’s name in a lead record
• Add context into the description of a task for a sales team member
• Avoid inserting both first name and last name as separate personalisation tokens

A single Full name property solves all of this. Once it’s in place, it stays up to date automatically and can be reused everywhere.

How to create a full name property in HubSpot

This is done using a calculated property, specifically a custom equation.

Step one: create the property

Create a new contact property with the following settings:

• Property name: Full name
• Field type: Calculation
• Calculated property type: Custom equation
• Output type: String

Step two: add the formula

In the equation field, add the following formula exactly as shown:

concatenate([properties.firstname]," ",[properties.lastname])

Save the property.

 

 

What happens next

After a few minutes, HubSpot will work through your entire database and populate the new Full name property for every contact where a first name and last name exist.

From that point on, the property updates automatically whenever either name changes. There’s no need for workflows or manual intervention.

Where this really earns its keep

We use this property constantly, particularly when:

• Automatically naming deal records
• Creating lead records that need to be readable at a glance
• Adding clear, human-friendly task descriptions for sales teams

Instead of juggling multiple personalisation tokens, you insert one property and move on. It’s a small thing, but it removes friction everywhere.

Because of that, this is always on our internal checklist and gets implemented as soon as we open a new HubSpot account.