The Add an Option to Select Property action within the Property Option Manager App by Integration Glue allows you to dynamically add new options to dropdown, radio button, or checkbox properties in HubSpot. This action is useful for ensuring that your HubSpot properties stay current with new data or options required by your business processes.
The action automatically creates and adds the specified option to the target property without manual intervention. This ensures flexibility and scalability, especially in workflows that involve new or dynamically generated data.
This action is particularly useful when:
- You need to add new options to HubSpot properties based on incoming data or external systems.
- You want to keep dropdown, radio button, or checkbox properties updated without manual edits.
- Your workflow requires real-time updates to property options to reflect new business needs or categories.
- Option Label is the label or name that will appear as the new option in the dropdown, radio button, or checkbox selection field in HubSpot. Example: "New Lead" or "Completed" for a task
- Optional Internal ID is an optional identifier you can assign to the option. It allows you to refer to the option programmatically or internally, making it easier to match or track within automations or other systems. "new_lead" or "completed_task"
- Object Type of Dropdown refers to the type of HubSpot object the dropdown property belongs to. The dropdown will be associated with a particular object (like a Contact, Deal, or Ticket) in HubSpot
- Dropdown Property is the name of the dropdown property where you want to add the new option. It specifies which property field in the chosen object type (Contact, Deal, Ticket, etc.) the new option will be added to
Here’s a step-by-step guide for setting up the Add an Option to Select Property action in a workflow:
Step 1: Add the Action to Your Workflow
- Open your workflow.
- Click the plus (+) button to add a new action.
- In the actions list, select Add an Option to Select Property from the Property Option Manager app.
Step 2: Select the Current Object Property
- Choose the Current Object Property from the dropdown list.
- This is the property on the object (e.g., contact, company) where you want to add a new option.
Step 3: Choose the Target Object Property
- In the Target Object Property dropdown, select the property that will receive the new option.
Step 4: Add the New Option
- Enter the Option Label:
- This will be the label for the new option.
- Example: "New Product" or "New Region."
Step 5: Provide an Optional Internal ID (Optional)
- If you want, enter an Optional Internal ID for the new option. This can be a unique identifier to reference the option programmatically, but it is not required.
Step 6: Select the Object Type of Dropdown
- Choose the Object Type of Dropdown. This tells the system which type of HubSpot object you're working with (e.g., Contact, Deal, Company).
Step 7: Specify the Dropdown Property
- Select the Dropdown Property where the option will be added.
Step 8: Review and Save
- Review all fields to ensure they are correctly filled.
- Click Save to apply the changes to your workflow.