CRM

Sidds
Member

Copy Dropdown Options from One Object to another

SOLVE

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?

1 Accepted solution
Shadab_Khan
Solution
Guide | Elite Partner
Guide | Elite Partner

Copy Dropdown Options from One Object to another

SOLVE

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 🔥 

Found my solution helpful? mark it as accepted

View solution in original post

2 Replies 2
Shadab_Khan
Solution
Guide | Elite Partner
Guide | Elite Partner

Copy Dropdown Options from One Object to another

SOLVE

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 🔥 

Found my solution helpful? mark it as accepted

DianaGomez
Community Manager
Community Manager

Copy Dropdown Options from One Object to another

SOLVE

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


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