Managing Dropdowns

Viewing Your Dropdowns

Open Dynamic Dropdowns from your HubSpot app menu to see all dropdowns you’ve created. The dashboard shows:

• The dropdown name and its dd_-prefixed property key
• The source object and source property it was built from
• The number of options currently in the dropdown
• The date it was created

Click any dropdown to open its detail view and manage its options.

Editing Dropdown Options

You can add or remove values from an existing dropdown at any time.

To add a value:

1. Open the dropdown from the dashboard
2. Click Add Value
3. Enter the new option label
4. Click Save — the value is added to the HubSpot property immediately

To remove a value:

1. Open the dropdown from the dashboard
2. Find the value you want to remove
3. Click the remove icon next to it
4. Confirm — the option is deleted from the HubSpot property

Note: Removing a value does not update records that already have that value set. Existing data is preserved; the option simply becomes unavailable for new selections.

Refreshing from Source

If your source text property has accumulated new values since you first created the dropdown, you can re-scan it to discover them.

1. Open the dropdown from the dashboard
2. Click Refresh from Source
3. The app re-scans up to 10,000 records on the source property
4. New values (not already in your dropdown) are surfaced for review
5. Select which new values to add, then click Apply

This keeps your dropdown in sync with how your team is actually entering data, without requiring you to rebuild the dropdown from scratch (adding auto-sync feature soon!)

Deleting a Dropdown

Deleting a dropdown from the app removes the record from the Dynamic Dropdowns dashboard. The HubSpot property is soft-deleted (archived) — it no longer appears in active property lists, but existing record data is retained in HubSpot’s database.

1. Open the dropdown from the dashboard
2. Click Delete
3. Confirm the action

If you need to fully remove the property from HubSpot, you can do so from HubSpot’s Settings → Properties after deleting it here.

Tips & Best Practices

• Review before publishing: The curate step is your best opportunity to clean up data. Invest time there to avoid having to edit options repeatedly later.

• Leverage normalization: Dynamic Dropdowns automatically collapses case and punctuation variants into a single option (e.g., “Calif.” / “CALIF” / “calif” → one option). This means you often need fewer manual cleanups than expected.

• Deprecate the source property: Once your team is using the new dropdown consistently, consider hiding or archiving the original text property in HubSpot to prevent new freeform entries.

• Cross-object dropdowns: If your source data is on Contacts but you want the dropdown on Deals, you can do that. Just select the appropriate object type in Step 1 when creating the dropdown.

Getting Help

If you have questions or need assistance:

• Email: support@daeda.tech