Set Multiselect Dropdown Values
Overview
Section titled “Overview”What it does: Adds or sets specific values in HubSpot multiselect dropdown properties, with intelligent merging or override capabilities.
When to use it: When you need to programmatically select dropdown values based on workflow logic, update contact/company/deal properties, or manage complex property states across your CRM.
Business value: Automates property management, ensures data consistency, and enables sophisticated segmentation and categorization workflows without manual intervention.
Quick Setup
Section titled “Quick Setup”Prerequisites
Section titled “Prerequisites”- HubSpot objects (contacts, companies, deals, etc.) with multiselect dropdown properties
- Understanding of which dropdown values you want to select
- Workflow permissions to update object properties
Basic Configuration
Section titled “Basic Configuration”- Add the “Set Multiselect Dropdown Values” action to your workflow
- Select the dropdown property you want to modify
- Choose which values to select from that property
- Decide whether to add to existing values or replace them entirely
Input Fields
Section titled “Input Fields”Required Fields
Section titled “Required Fields”Dropdown Property
Section titled “Dropdown Property”- Type: Dynamic Dropdown (populated from your HubSpot properties)
- Description: The multiselect dropdown property you want to modify on the enrolled object
- Example:
industry_categories,lead_sources,product_interests - Notes: Only shows multiselect dropdown properties available for the object type in your workflow
Values to Select
Section titled “Values to Select”- Type: Dynamic Checkboxes (populated based on selected property)
- Description: The specific values you want to select/add to the chosen dropdown property
- Example:
Technology,Healthcare,Finance(for an industry categories property) - Notes: Available options automatically update based on your dropdown property selection
Optional Fields
Section titled “Optional Fields”Override Current Property
Section titled “Override Current Property”- Type: Boolean Checkbox
- Description: When enabled, replaces all existing values with only the selected ones. When disabled, adds selected values to existing ones
- Default:
false(adds to existing values) - Example:
true= replace all,false= add to existing - Notes: Use carefully - override will remove any previously selected values
Common Use Cases
Section titled “Common Use Cases”Use Case 1: Lead Source Tracking
Section titled “Use Case 1: Lead Source Tracking”Scenario: Automatically tag contacts with lead sources when they complete different forms
Setup:
- Dropdown Property:
lead_sources - Values to Select:
Webinar Registration - Override Current Property:
false
Result: Adds “Webinar Registration” to existing lead sources without removing previous sources
Use Case 2: Product Interest Management
Section titled “Use Case 2: Product Interest Management”Scenario: Update contact interests based on page visits or content downloads
Setup:
- Dropdown Property:
product_interests - Values to Select:
Enterprise Software,Cloud Solutions - Override Current Property:
false
Result: Adds both interests to the contact’s existing product interest list
Use Case 3: Deal Stage Categorization
Section titled “Use Case 3: Deal Stage Categorization”Scenario: Automatically categorize deals based on value and source
Setup:
- Dropdown Property:
deal_categories - Values to Select:
High Value,Enterprise - Override Current Property:
true
Result: Replaces all existing categories with only “High Value” and “Enterprise”
Use Case 4: Contact Segmentation Reset
Section titled “Use Case 4: Contact Segmentation Reset”Scenario: Clean slate segmentation for contacts entering a new lifecycle stage
Setup:
- Dropdown Property:
marketing_segments - Values to Select:
New Customer - Override Current Property:
true
Result: Removes all previous segments and sets only “New Customer”