CRM

jleow
HubSpot Employee
HubSpot Employee

Retrieving All Picklist Property Options

There are times when you may want to export all property options for picklist-type properties such as checkboxes or dropdown menus. A common reason is to audit the options to remove duplicates or outdated values. 

 

At the moment, it isn’t possible directly export the values to an excel sheet or similar. However, we can use the forms tool as an intermediary to display all property values. Then, we can copy and paste these values into an excel sheet.  

 

  1. In your HubSpot account, from the top menu, navigate to Marketing > Lead Capture > Forms.
  2. In the top right, click Create form.
  3. On the Choose your form type page, select the option for an Embedded form, then click Next
  4. On the Select a Template page, select the option for a Blank Template, then click Start.  
  5. In the left panel of the form editor, search for your [property name]
  6. Click to drag and drop the property into the right panel of the form editor.

search for the property to retrieve options fromsearch for the property to retrieve options from

 

  1. After adding the property as a new form field, hover over the field and click the pencil icon.

 

select the form fieldselect the form field

 

  1. In the left panel of the form editor, scroll down to the Field options section. 
  2. At the bottom of the section, click See more.

view all property options by select "See more"view all property options by select "See more"

 

  1. Click anywhere above the Field options section, then hold and drag to highlight all property options.

click and drag to highlight property optionsclick and drag to highlight property options

 

  1. Once all options are highlighted, you can copy and paste these values into an excel sheet or pages. 

 

format the data in excelformat the data in excel

 

 

With this method, you may need to clean up the data and format your cells. But, it should provide you with a full list of property values to work with. 

 

Hope this helps!   

5 Replies 5
rfraser008
Participant

Retrieving All Picklist Property Options

@jleow Thanks so much for sharing this work around. Really helped me with a project I was working on. 

 

Best,

 

Rob

Amy_Brierley
Contributor

Retrieving All Picklist Property Options

Thank you @jleow but do you have a work around for Deal properties?

jleow
HubSpot Employee
HubSpot Employee

Retrieving All Picklist Property Options

Hi @Amy_Brierley, there isn't a way to do so directly - instead, you can clone the deal property as a contact property.

1. From the property settings, hover over the property, and select clone.

jleow_0-1655712904956.png

 

2. In the right-side panel, when setting up your cloned property, change the object type to Contact.

jleow_1-1655713096674.png


After which, you can continue with the above steps. Hope this helps!   

0 Upvotes
Amy_Brierley
Contributor

Retrieving All Picklist Property Options

Thanks - a bit of a long winded way, would be so much easier if we could export directly!

jeszhang
HubSpot Product Team
HubSpot Product Team

Retrieving All Picklist Property Options

Thanks for coming up with the workaround @jleow ! So helpful 🙂