Dynamic Dropdowns - Setup

What is Dynamic Dropdowns?

Dynamic Dropdowns is a HubSpot app that converts text properties into controlled dropdown properties. It scans your existing data to discover the values your team is already using, then creates a clean dropdown property that enforces consistent selection — preventing misspellings and duplicate records in forms.
What it does: Turns free-text fields into standardized dropdown properties, built from your real data.
When to use it: When you notice inconsistent values across a text property — like "California", "Calif.", "CA", and "calif" all meaning the same thing — and want to enforce clean, consistent selection going forward.
Business value: Eliminates data entry errors, removes duplicates caused by spelling variation, and makes your CRM data reliable for filtering and reporting.

Key Features

  • Data-Driven Values: Scan up to 10,000 existing records to auto-discover real values
  • Manual Control: Add or remove values before creating the dropdown
  • Smart Normalization: Case and punctuation variants collapse to a single option automatically
  • Cross-Object Support: Source and dropdown properties can live on different object types
  • Non-Destructive: Your original text property is untouched — the dropdown is a new property

Supported Objects

  • Contacts
  • Companies
  • Deals
  • Tickets

Installation

    Authorize permissions: Grant the necessary HubSpot permissions when prompted
    Access the app: After installation, open Dynamic Dropdowns in your HubSpot settings

Permissions Granted

During installation, Dynamic Dropdowns requests access to:
  • Read CRM objects — to scan existing records and discover property values
  • Write CRM properties — to create new dropdown properties in your HubSpot portal
  • Read portal metadata — to list available objects and properties

How It Works

Dynamic Dropdowns reads the values from a text property you choose, normalizes them (collapsing case and punctuation variants), and builds a curated list. You review and finalize the list, then the app creates a new enumeration (dropdown) property in HubSpot — prefixed with dd_ (e.g., dd_region) — under the daeda_tech_dynamic_dropdowns property group.
Your original text property is never modified. Going forward, use the new dropdown property in your for example workflows to ensure consistent data entry.

Getting Help

If you have questions or need assistance:
  • Email:  support@daeda.tech