Copy Dropdown Options from One Object to another

Smart CRM & Sales Hub CRM
1

Is there a third-party app or a way (with zapier) to automate dropdown options from one object to another.

Let me give you an example.

Lets say i have Car Brands dropdown in Company Object and the same dropdown is available under deal object. And now if i had to add new brands in car brands dropdown i need to always remember and manually make the update on deal object car brands dropdown.

Any tips, tricks or apps/automation which allows to update this automatically?

2

Hi @Sidds,

Thank you for your inquiry.

After conducting research in various sources, I can confirm that it is currently not possible to perform this action automatically. However, I am unaware of any additional options via API or otherwise. Therefore, I would like to involve some of our experts in the conversation to see if they have any suggestions for you.

Hi @Phil_Vallender, @Jnix284, @Shadab_Khan, Do you have any advice to accomplish @Sidds objective?

Thank you!

Best,

Diana

3

Thanks @DianaGomez & Hi @Sidds,

Yeah, this is a big pain point:

  • This could be achieved via HubSpot Properties APIs with an external platform
  • You can set-up an iPaas/webapp/web service to:
    • GET the values of desired properties from one object
    • and then PATCH(update) the values of another object.

Personally doing this would be too much of programmatic work, I would rather keep a data dictionary and just remember to update the changes made.

However, I think you should drop this in Ideas Forum

Stay Awesome & Keep Doing it BIG :fire: