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Dynamic Dropdowns - Getting Started

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First conversion

Section titled “First conversion”

The Setup page walks through installing Dynamic Dropdowns in HubSpot, picking a text property to convert, and turning the existing values into a clean dropdown end-to-end. Once you’ve done one conversion, the Guides folder explains the deeper workflows.

Section titled “Recommended path”
  1. Pick one high-friction text field, such as Region, Country, Lead Source, or Event Name.
  2. Scan the field and review the values Dynamic Dropdowns finds.
  3. Curate the final list by removing junk and adding missing valid values.
  4. Create the new dd_ dropdown property.
  5. Update forms, reports, and workflows to use the new controlled property going forward.
Section titled “Related”