What does the 'Sync Options Between Select Properties' action do?

The Sync Options Between Select Properties action within the Property Option Manager App by Integration Glue ensures that the selectable options for multiple HubSpot properties are consistently aligned. This action is particularly useful when managing dropdown or multi-select properties across different objects, ensuring they have identical options for streamlined data consistency.

The action automatically synchronizes the options of the source property with the target property or properties. If there are any changes to the source property (e.g., new options added, old options removed, or options updated), these changes will reflect in the target properties.

This action is particularly useful when:

• You need to maintain consistency across properties used by different teams or workflows.
• You want to ensure that dropdown or multi-select property options are standardized across multiple objects, like Contacts, Companies, Deals, or custom objects.
• You aim to reduce manual updates and prevent discrepancies between properties used in reporting, filtering, or automation.

• Current Object Property is the source dropdown property whose options you want to sync with other properties
• Target Object Property is the object (e.g., Contact, Deal, Company) where the target property is located.
• Target Dropdown Property is the property within the target object that will be synced with the source property.
• Remove option if not in source dropdown determines whether options not present in the source dropdown should be removed from the target dropdown property (yes or no)

Add the Action to Your Workflow

1. Navigate to your HubSpot workflow editor.
2. Click on the “+” icon to add an action.
3. Search for and select Sync Options Between Select Properties under the Property Option Manager by Integration Glue.

Configure the Action Settings

Set the Current Object Property

• Choose the dropdown property from the current object (e.g., Deals, Contacts, Companies) that contains the source options to be synced.

Set the Target Object Property

• Select the object (e.g., Deals, Contacts, Companies) where the target property resides.

Set the Target Dropdown Property

• Select the dropdown property in the target object that will be synced with the options from the source property.

Enable or Disable Option Removal

• Decide whether options not in the source dropdown should be removed from the target dropdown property.
• Enable this setting to keep the target property options consistent with the source.

Save and Activate Your Workflow

1. Click Save after configuring the action settings.
2. Review the workflow and set it to Active.
3. The properties will now sync according to the settings you've configured whenever the workflow is triggered.