Marketing Integrations

skblase
Participant

Sync HubSpot drop down menu field to a Salesforce text field

SOLVE

I'm trying to figure out a way to sync a drop down field in HubSpot to a text field in Salesforce.   Is this possible at all?   I can not change the field in Salesforce to a drop down field.

0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Sync HubSpot drop down menu field to a Salesforce text field

SOLVE

Hi @skblase,

 

As far as I know, this is not possible, no. The property type must match, as shown in the table in this article: https://knowledge.hubspot.com/salesforce/map-hubspot-properties-to-salesforce-fields#add-a-new-field...

 

The reason is that a change to the single-line text field in Salesforce could not always be reflected in HubSpot, even if the sync is one-way.

 

If you want to still sync this, you could use a HubSpot workflow to copy the value from the dropdown field into a text field in HubSpot, then sync the text field. Keep in mind however that keeping the dropdown and text field in sync is not possible. (For the same reason a dropdown cannot be mapped to a single-line text field.) This would be one way from HubSpot only.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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0 Upvotes
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Sync HubSpot drop down menu field to a Salesforce text field

SOLVE

Hi @skblase,

 

Dropdown in HubSpot is not compatible to match to a text field in Salesforce. 

Josh_0-1708352887206.png

 

You can map/sync a HubSpot "Dropdown" field to a Salesforce "Picklist" property type. Just be sure that the same options are set on both sides.

 

Josh

 




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post

0 Upvotes
4 Replies 4
EVudhiwat
Participant

Sync HubSpot drop down menu field to a Salesforce text field

SOLVE

Is there an idea or something we could upvote to enable single text fields to be a dropdown option for HS forms and such? I'm in the middle of a migration from. Pardot/Account Engagement and we were able to show a dropdown list of options within forms despite the fact that we are syncing to a text field (both in the platform and from Salesforce).

 

I understand the workaround that the workflow presents, but seems like a better option would be to allow single-text fields to still have dropdown capabilities. 

0 Upvotes
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Sync HubSpot drop down menu field to a Salesforce text field

SOLVE

Hi @skblase,

 

Dropdown in HubSpot is not compatible to match to a text field in Salesforce. 

Josh_0-1708352887206.png

 

You can map/sync a HubSpot "Dropdown" field to a Salesforce "Picklist" property type. Just be sure that the same options are set on both sides.

 

Josh

 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Sync HubSpot drop down menu field to a Salesforce text field

SOLVE

Hi @skblase,

 

As far as I know, this is not possible, no. The property type must match, as shown in the table in this article: https://knowledge.hubspot.com/salesforce/map-hubspot-properties-to-salesforce-fields#add-a-new-field...

 

The reason is that a change to the single-line text field in Salesforce could not always be reflected in HubSpot, even if the sync is one-way.

 

If you want to still sync this, you could use a HubSpot workflow to copy the value from the dropdown field into a text field in HubSpot, then sync the text field. Keep in mind however that keeping the dropdown and text field in sync is not possible. (For the same reason a dropdown cannot be mapped to a single-line text field.) This would be one way from HubSpot only.

 

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.

0 Upvotes
skblase
Participant

Sync HubSpot drop down menu field to a Salesforce text field

SOLVE

I like this idea.   I will have to try this out.  

0 Upvotes