Adding drop down to the country field

SOLVE
sharath
Participant | Gold Partner

Hi,

 

the default country field in Hubspot has single line text, I want to make it a drop-down field, with a list of countries to select. Any idea on how to do this?

 

Regards,

 

Sharath

1 Accepted solution

Accepted Solutions
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @sharath

 

This is a great step to take and easily done in the property settings. Here's a little video showing you how: https://soapbox.wistia.com/videos/zkrhsVxRgs

 

Basically, switch Country to a dropdown and load the supplied list of countries. 

 

Be aware, if you already have data in the country property, back it up before making this change as doing so will delete whats already there. 

 

Hope this helps.

 

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

18 Replies 18
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @sharath

 

This is a great step to take and easily done in the property settings. Here's a little video showing you how: https://soapbox.wistia.com/videos/zkrhsVxRgs

 

Basically, switch Country to a dropdown and load the supplied list of countries. 

 

Be aware, if you already have data in the country property, back it up before making this change as doing so will delete whats already there. 

 

Hope this helps.

 

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

sharath
Participant | Gold Partner

Thank you Phil, It really helped 🙂

Regards,

Sharath

0 Upvotes
RogerM
Participant

Let me add my thank you.  You just solved something that I could not figure out.

0 Upvotes
t-grant
Participant

How do I back up the info so any already there isnt wiped?

0 Upvotes
Phil_Vallender
Most Valuable Member | Diamond Partner

Hi @t-grant

 

You can either use a workflow to copy the info into a free text field for backup, or you can export the data to a spreadsheet. The latter might be more useful as you can use this approach to clean up the data and import it back into the new dropdown property. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
0 Upvotes
t-grant
Participant

Hi Phil,

 

sorry if I'm being slow with this - but I am new to hubspot so I am not sure how I do all of this - could you send me a loom video to show me the best way to do this in terms of exporting and then importing the data again? I want to do it as soon as possible. 

 

also - does it only affect any data that has been added since hubspot has been live or will it be all of the data in salesforce that is pre-existing?

 

thanks

0 Upvotes
eaviran
Member

When i try to add new property i cannot assign any field beside the single-line text.

I cannot create lets say a new  dropdown select property. All options are in gray i cannot select any of them.

0 Upvotes
jennysowyrda
Community Manager

Hi @t-grant,

 

Can you confirm you're creating a contact record and that you have the necessary permissions? 

 

Additionally, I would recommend confirming this occurs across multiple browsers, after clearing your cache and cookies, and in an incognito window. 

 

Thank you,
Jenny

0 Upvotes
eaviran
Member

Hi @jennysowyrda ,

Thank you for putting me on the right direction. It simpely not working in chrome but works on Edge. I did waste lots of time on that stupied issue. Thanks

0 Upvotes
vishnulohar
Member

I use Hubspot free crm and I need to create drop down list in Country, State/ Region, City.

0 Upvotes
JCMO_Kayleigh
Participant

Hi there,

 

This was great -  I managed to figure out where I could access the fields to change, however when I try and change them they're greyed out and show this message:

 

Screen Shot 2019-05-31 at 08.46.06.png

Is it to do with my account permissions or is just the case I don't pay for the package that allows me to change it?

 

Any help would be greatly appreciated!

 

Kayleigh

0 Upvotes
jennysowyrda
Community Manager

Hi @JCMO_Kayleigh,

 

You should be able to change this property type in any portal for the contact property country. 

 

If other users in your portal are experiencing this issue, please let me know.

 

Thanks,
Jenny

CarlyStevens
Participant

Hey @Phil_Vallender  - I am just looking to do this, but Hubspot won't actually let me change the type of field because it is in use. I have created a backup country field which has the country data in it. Do I need to disassociate everything currently using that field before I can change it?

Bfroyen21
Participant

Hi Phil - do you have any advice how to put the original values back into the country field once you have the dropdown selections installed?

Thanks

Bart

0 Upvotes
Phil_Vallender
Most Valuable Member | Diamond Partner

Hi @Bfroyen21 

 

The quickest and easiest way is to clean up your Excel backup of the data, so that all the values match new options, and import that property back in. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
tjgarland
Participant

That only works for CONTACTS and you can't do that for COMPANY records. Is there a way to do this  for COMPANY records as well?

adrianhernandez
Member

Any reply to this? I am stucked with the same, I'd like to dropdown the country field on Companys.

DanLeBlanc
Participant

I found this to be an issue as well.

 

I found that I could not do it for the Company Country/Region field, although the Contact Country/Region field instructions are here: https://knowledge.hubspot.com/salesforce/sync-salesforce-state-and-country-picklists-with-hubspot-st....

 

It would appear HubSpot does not allow this for the Company field, which is actually the more important object given the SFDC/HubSpot sync. 

 

I've contacted HubSpot for guidance on this and expect a reply shortly. But having the functionality (if possible since I went through a complete data backup, delete, then reimport after finding out I couldn't do it in Company) is more important in the Company object than Contact object.

0 Upvotes