Trouble Copying Data From Dropdown Property to Text Property

Smart CRM & Sales Hub CRM
1

I’m running into a big issue with property syncing between Contacts and Companies in HubSpot. Back when I was in Salesloft, I had a custom field called Target Market that SeamlessAI would populate as a text field. We carried that over into HubSpot, but it was mistakenly set up as a dropdown instead of a text field.

Here’s the problem:

  • SeamlessAI pushes over a string value (e.g., “Construction”) when I click “import”.
  • HubSpot’s field is a dropdown, so the sync fails from Seamless.
  • To fix this, I created new text fields (Target Market Company and Target Market Contact) and wanted to use workflows to backfill the old dropdown values into these new text fields.

This way, I can quickly copy the data from the dropdown into the text fields AND making it so moving forward, I can quickly click import on SeamlessAI and have that Target Market field be mapped to a TEXT field instead of being blocked by the dropdown.

What is the best way to do this? I tried workflows but I can’t seem to find the solution to just copy data from one property to the other.

Thank you!

2

Hi @MDePardo,

One easy, intuitive option is: exporting + re-importing.

  1. Export your records (column “Record ID” and your dropdown column are sufficient)
  2. Re-import file, make sure to map the Record ID (this is important) as identifier and map the exported dropdown column to your text field
  3. Done :slightly_smiling_face:

Alternatively, using a workflow:

  1. Enroll records where dropdown value is known
  2. Use Edit Record workflow action to set the target text property to the value of the source dropdown property

As an example, here I’m setting a property called “Multi-line text” to the value of a “Company keywords” multiple checkboxes property:

157013iD2B2FB9176B25AA4.png
157013iD2B2FB9176B25AA4.png400×271 33.2 KB

Your UI might look different (different color scheme, slightly different workflow sidebars), but the overall steps are the same. Click into the “Choose a value” field an pick your dropdown.

Best regards

3

Hi Karsten, I went with option 2 and it worked! Thank you for your help.