CRM

ZSinger
Contributor

Update Dropdown Select Options with a workflow

SOLVE

Is there a way to update the list of dropdown select values via a workflow? 

Use case: We have a list of channel partners we are managing through target accounts. If a specific team owns a company and adds them to their target accounts, then I would like the company name to be added as an option to a separate 'referral source' property. This way we can mangage and attribute referrals back to a constrained set of companies. 

 

I know I am able to set or append the value of the property, but don't see a way to append the list of constrained values for the dropdown. Is there a way to do this?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Update Dropdown Select Options with a workflow

SOLVE

Hi @ZSinger,

 

This is not possible in standard workflows, it would require custom code actions (available in Operations Hub Professional or Enterprise) based on the HubSpot CRM API endpoint.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Update Dropdown Select Options with a workflow

SOLVE

Hi @ZSinger,

 

This is not possible in standard workflows, it would require custom code actions (available in Operations Hub Professional or Enterprise) based on the HubSpot CRM API endpoint.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

karien
Participant

Update Dropdown Select Options with a workflow

SOLVE
Create a property
POST/crm/v3/properties/{objectType}
 
DELETE
/crm/v3/properties/{objectType}/{propertyName}
Archive a property
Move a property identified by {propertyName} to the recycling bin.

Hi Karsten, do you think the route will be first delete te property and then re-create it? problem is, this wont work, right? because this property will have values already? UPdate/patch wont work, because it seems it can only replace a current property value, not add it?

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