CRM

vanessahunt
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Global picklist values

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It would be useful to be able to create 'global' picklist value set that you can reference from different objects in HubSpot.

 

For example, you might have a "product interest" list of values that you want to specify for a Contact and then also reference in a Deal. Also useful for referencing lists of Countries or sales territories.

 

I know you can duplicate Properties across objects and use a a Workflow to set the value, but this feels a little overkill for a Workflow and a bit clunky. 

 

Salesforce has a similar capablity:

https://help.salesforce.com/s/articleView?id=fields_creating_global_picklists.htm&type=5&language=en...

 

1 Accepted solution
vanessahunt
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Global picklist values

SOLVE
0 Upvotes
4 Replies 4
vanessahunt
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Global picklist values

SOLVE
0 Upvotes
Adeline_
Contributor | Platinum Partner
Contributor | Platinum Partner

Global picklist values

SOLVE

Haha no worries @vanessahunt 

Feel free to post the link to your idea here, I'll go and upvote for it 😄

 

Cheers,

Adeline Hochet
HubSpot Consultant | Onboarding Specialist | Digital Marketer

Adeline Hochet | Senior HubSpot Consultant at upstream
Adeline_
Contributor | Platinum Partner
Contributor | Platinum Partner

Global picklist values

SOLVE

Hi @vanessahunt 

 

Yeah I get what you're saying, some properties would be worth sharing across all objects.

 

In the meantime, a "band-aid" solution could be to customise the properties for the Contact association card, on the right side of a deal record. So whenever you're on a Deal and you see the associated contact, you can see that said property. 

 

That being said, the workflow is the best solution and it's scalable.

 

It'd be worth posting your suggestion on the Idea forum :).

 

Cheers,

 

 

Adeline Hochet
HubSpot Consultant | Onboarding Specialist | Digital Marketer

Adeline Hochet | Senior HubSpot Consultant at upstream
vanessahunt
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Global picklist values

SOLVE

Thanks for your reply @Adeline. We need the property on both Contacts and Tickets for our use case, but appreciate your tip! Darn - I thought I was posting on Ideas here - I'll copy there! Thank you.

0 Upvotes