Clear Multiselect Dropdown Values
Overview
Section titled “Overview”What it does: Removes specific values from HubSpot multiselect dropdown properties while preserving other selected values.
When to use it: When you need to programmatically remove outdated tags, clean up property values, or manage dynamic segmentation by removing specific categories from contacts, companies, or deals.
Business value: Maintains clean data by removing irrelevant selections, enables sophisticated lifecycle management, and automates property cleanup without affecting other valuable selections.
Quick Setup
Section titled “Quick Setup”Prerequisites
Section titled “Prerequisites”- HubSpot objects (contacts, companies, deals, etc.) with multiselect dropdown properties
- Understanding of which dropdown values you want to remove
- Workflow permissions to update object properties
Basic Configuration
Section titled “Basic Configuration”- Add the “Clear Multiselect Dropdown Values” action to your workflow
- Select the dropdown property you want to modify
- Choose which specific values to remove from that property
- Test with a few records to verify the correct values are being removed
Input Fields
Section titled “Input Fields”Required Fields
Section titled “Required Fields”Dropdown Property
Section titled “Dropdown Property”- Type: Dynamic Dropdown (populated from your HubSpot properties)
- Description: The multiselect dropdown property you want to modify on the enrolled object
- Example:
lead_sources,product_interests,marketing_segments - Notes: Only shows multiselect dropdown properties available for the object type in your workflow
Values to Unselect
Section titled “Values to Unselect”- Type: Dynamic Checkboxes (populated based on selected property)
- Description: The specific values you want to remove from the chosen dropdown property
- Example:
Cold Call,Outdated Campaign,Legacy System(values to remove) - Notes: Available options automatically update based on your dropdown property selection and show only existing values
Common Use Cases
Section titled “Common Use Cases”Use Case 1: Lead Source Cleanup
Section titled “Use Case 1: Lead Source Cleanup”Scenario: Remove outdated lead sources when contacts move to qualified status
Setup:
- Dropdown Property:
lead_sources - Values to Unselect:
Cold Call,Legacy Website
Result: Removes outdated sources while keeping current ones like “Referral” or “Content Download”
Use Case 2: Product Interest Management
Section titled “Use Case 2: Product Interest Management”Scenario: Remove discontinued product interests when launching new offerings
Setup:
- Dropdown Property:
product_interests - Values to Unselect:
Legacy Software,Discontinued Service
Result: Cleans up interests while preserving current product selections
Use Case 3: Marketing Segment Cleanup
Section titled “Use Case 3: Marketing Segment Cleanup”Scenario: Remove contacts from specific campaigns or segments when they unsubscribe
Setup:
- Dropdown Property:
marketing_segments - Values to Unselect:
Email Campaign A,Webinar Series 2023
Result: Removes specific campaign tags while maintaining other segmentation
Use Case 4: Deal Category Management
Section titled “Use Case 4: Deal Category Management”Scenario: Remove temporary deal categories when deals progress to new stages
Setup:
- Dropdown Property:
deal_categories - Values to Unselect:
Under Review,Pending Approval
Result: Removes process-specific tags while keeping permanent categorization
How It Works
Section titled “How It Works”- Property Selection: Choose the multiselect dropdown property to modify
- Value Loading: System loads available values for that property
- Removal Selection: Select which values to remove
- Current Value Check: System reads the object’s current property values
- Filtering Logic: Removes only the specified values, keeping others
- Batch Update: Updates are processed efficiently in batches
- Workflow Continuation: Object continues to next workflow action