topic Re: Updating a Dropdown List from one Object to Another in Data Hub

Updating a Dropdown List from one Object to Another

HSpaulding — Thu, 16 Jan 2025 14:36:13 GMT

Hello!

I have created four cloned dropdown multi-select checkboxes in Companies, Contacts, Deals, and Leads. I would like to be able to update one object's list when new values are needed and have a custom code to grab that list and update the other lists without having to manually update each list.

Example: Dropdown list was updated in Contacts

objectType: Contacts

propertyGroup: contactinformation

propertyName: tradeshow_attendance

Update: Dropdown list needs to be updated in Companies

objectType: Companies

propertyGroup: companyinformation

propertyName: trade_show_attendance__cloned_

I am new at custom codes in workflows and have tried to use the API to create a GET code and then a PATCH code but I am not sure how to connect these together within the custom code to update what is needed. Can you help with a code that could do this within a workflow?

Re: Updating a Dropdown List from one Object to Another

kennedyp — Thu, 16 Jan 2025 21:50:56 GMT

Hey @HSpaulding! Thank you for your clear explanation.

I understand you are looking to have a corresponding Company property dropdown list updated when the Contact version of that property has been updated.

Could you share the code you have used so far? It may provide valuable context for our community members.

I would like to invite @coldrickjack and @HFisher7 to see if they can provide any tips or tricks for updating property drop-down values via custom-coded workflow actions.

Thanks y'all!

Best,

Kennedy

Re: Updating a Dropdown List from one Object to Another

HFisher7 — Fri, 17 Jan 2025 10:51:50 GMT

@HSpaulding - Two options here.

1. Have the property as a dropdown on one object only and as a sync property on the other three, the sync properties mirror what is in the dropdown. More info here: https://knowledge.hubspot.com/properties/create-sync-properties

2. Use an 'Edit records' action in a workflow to copy the value from one object to another. More info here.

Re: Updating a Dropdown List from one Object to Another

HSpaulding — Fri, 24 Jan 2025 16:28:16 GMT

Hello @kennedyp , @coldrickjack , and @HFisher7

Thank you for your feedback and I apologize for my delayed update. I have been trying to configure a better way to update what I am needing without custom code but I think that is the only option I have. This is what I am looking to obtain:

We attended a trade show XYZ and have obtained a list that we have marked as either trade show lead or trade show attendee for import into HubSpot. Example of records for import.

Key

- Contact Property

- Company Property

- Lead Property

- Deal Property

<-> = Property sync

PS = Property sync

MS = Multi-select drop down

ST = Single-line text

MT = Multi-line text

RS = Radio select

DD = dropdown select

Company: Test

Contact A: Jane Doe
- Prior to Import of trade show attendee list:
  - Trade Show AttendanceMS: ABC; DEF
- During Import:
  - Trade Show AttendanceMS: ;XYZ
  - *Note will be cleared out at end of import WF
    - Trade ShowST (trade show Jane Doe attended): XYZ
    - Trade Show LeadRS: Yes
    - Contact Lead TypeRS: Existing Business
    - Contact Lead LabelRS: Warm
    - Contact Lead NoteMT: Meet at booth, wants more information on.....
- After Trade Show import:
  - Trade Show AttendanceMS (appended): ABC; DEF; XYZ
  - Last Trade Show AttendedST (set value from Trade Show AttendanceMS) : XYZ
Contact B: John Doe
- Prior to Import of trade show attendee list:
  - Trade Show Attendance: DEF; GHI
- During Import:
  - Trade Show AttendanceMS: ;XYZ
  - *Note will be cleared out at end of import WF
    - Trade ShowST (trade show John Doe attended): XYZ
    - Trade Show LeadRS: No
- After Trade Show import:
  - Trade Show AttendanceMS (appended): DEF; GHI; XYZ
  - Last Trade Show AttendedST (set value from Trade Show AttendanceMS) : XYZ

Property sync cannot happen because I need the values of Contact A and Contact B to append the value of Trade Show Attendance on the company record so the company reflects all trade shows they have attended. In order to append, I need the Multi-select drop down list to exist both on the Contact and Company record. We want Multi-select to ensure reporting doesn't have to worry about mispellings/nomenclature issues.

A work flow starts after import based on Trade Show AttendanceMS being updated:

Company Record: Test

Prior to Import of trade show attendee list:
- Trade Show AttendanceMS: ABC; DEF; GHI
After Trade Show import:
- Trade Show AttendanceMS: ABC; DEF; GHI; XYZ

If the trade show list contains a lead, the workflow generates a new lead for the associated contact and properties are pulled in based on records captured on the import on the Contact record.

Lead Record: Contact A

Jane Doe had a Trade Show Lead = Yes which will create a lead record with properties copied from the contact record from trade show import
- Trade Show AttendanceMS set value to Lead Generated FromST
- Last Trade Show AttendedST <-> Last Trade Show AttendedPS
- Contact properties below cleared after values set:
  - Contact Lead TypeRS set value to Contact Lead TypeRS
  - Contact Lead LabelRS set value to Contact Lead LabelRS
  - Contact Lead NoteMT set value to Contact Lead NoteMT

A trade show lead can also be added by our sales rep when they are on the floor by creating a lead within theirmobile app or desktop on the contact record or sales workspace. When a lead is created this way, we have a SourceDD lead property to identify if it was generated from a trade show. We would then need to give the sales reps a multi-select drop down list (Trade Show AttendanceMS) to select the trade show they meet them at to again avoid any mispellings or different nomenclature during reporting.

Lastly, when a lead moves to "Qualified" and a deal is created or a deal is generated seperately, we want to capture the deal source. One of the deal source options is "trade Show". As shown above in the lead creation (SourceDD lead property), we need a deal property Deal SourceDD with the option to select "Trade Show" which will then prompt a response for the property Trade Show AttendanceMS.

To summerize I would like to only update the Contact Property Trade Show AttendanceMS list and the company, lead, and deal property "Trade Show AttendanceMS" will also update

I would like an option for a single text entered into Trade ShowST push that value to add to the contact, company, lead, and deal property "Trade Show AttendanceMS"

Re: Updating a Dropdown List from one Object to Another

kennedyp — Thu, 06 Feb 2025 22:12:36 GMT

Hi, @HSpaulding! Thanks for sharing your continued progress 😊

The Community offers valuable insights from subject matter experts, but for a more comprehensive consultation, consider connecting with a HubSpot Partner in the Solutions Directory. I think you are on the right track. There needs to be a way to dynamically identify the changes in attendance history and smoothly translate that to the company.

Best,

Kennedy

Re: Updating a Dropdown List from one Object to Another

Upvise — Thu, 03 Apr 2025 19:13:16 GMT

Hi @HSpaulding

Yes, totally possible using custom code action in a workflow with Ops Hub Pro or above. Here’s a simplified approach you can use to sync dropdown options across objects via HubSpot API.

Step-by-step logic:

1. GET property options from the “master” property (e.g. Contacts).

2. PATCH those options to the other cloned properties (e.g. Companies, Deals, etc.).

Example: Custom Code in Workflow (Node.js)

You’ll need to run this in a custom code action inside a workflow:

Notes:

- Replace "leads" with the actual object API name if it’s a custom object.

- This needs to run in a workflow triggered on Contacts if you want to sync on update.

- Make sure all target properties are the same type (multi-checkbox).

Hope this helps!