Creating a dropdown takes three steps: choose a source text property, curate the values you want to include, and name the new dropdown property. The result is a clean enumeration property in HubSpot that your team can use in forms, workflows, and filters.
Open Dynamic Dropdowns from your HubSpot app menu and click .
— select Contacts, Companies, Deals, or Tickets
— pick the text property you want to convert
- where you'd like to store the dropdown (can be same as source object)
The source property is the text field whose existing values will be used to build the dropdown. You can create the dropdown on the same object type or a different one.
After selecting a source, the app scans up to to discover the values your team has actually entered.
- All discovered values are listed for review
- Duplicate variants (e.g., "Calif." / "CALIF" / "calif") are automatically collapsed into a single normalized option
- Values are shown with their record count so you can judge relevance
- values you don't want in the dropdown (typos, test entries, legacy data)
- values manually that aren't in your existing data but should be available
- values to control how they appear in the dropdown
Take time here — the values you include become the fixed options your team will choose from.
— enter a display name for the new property (e.g., "Region")
the final list of values
Click
The app creates the property immediately via the HubSpot API.
Once created, the new dropdown property:
- Appears in HubSpot under the
daeda_tech_dynamic_dropdowns property group - Is named with a
dd_ prefix followed by a slug of your chosen name (e.g., dd_region) - Is available immediately for use in workflows, filters, and views
- Can be found in the property settings of the relevant object type
Your original text property is untouched. You can continue using it, migrate data into the dropdown property, or deprecate it — that choice is yours.
If you have questions or need assistance: