Set Multiselect Dropdown Values

Overview

What it does: Adds or sets specific values in HubSpot multiselect dropdown properties, with intelligent merging or override capabilities.

When to use it: When you need to programmatically select dropdown values based on workflow logic, update contact/company/deal properties, or manage complex property states across your CRM.

Business value: Automates property management, ensures data consistency, and enables sophisticated segmentation and categorization workflows without manual intervention.

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Quick Setup

Prerequisites

• HubSpot objects (contacts, companies, deals, etc.) with multiselect dropdown properties
• Understanding of which dropdown values you want to select
• Workflow permissions to update object properties

Basic Configuration

1. Add the "Set Multiselect Dropdown Values" action to your workflow
2. Select the dropdown property you want to modify
3. Choose which values to select from that property
4. Decide whether to add to existing values or replace them entirely

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Input Fields

Required Fields

Dropdown Property

• Type: Dynamic Dropdown (populated from your HubSpot properties)
• Description: The multiselect dropdown property you want to modify on the enrolled object
• Example: industry_categories, lead_sources, product_interests
• Notes: Only shows multiselect dropdown properties available for the object type in your workflow

Values to Select

• Type: Dynamic Checkboxes (populated based on selected property)
• Description: The specific values you want to select/add to the chosen dropdown property
• Example: Technology, Healthcare, Finance (for an industry categories property)
• Notes: Available options automatically update based on your dropdown property selection

Optional Fields

Override Current Property

• Type: Boolean Checkbox
• Description: When enabled, replaces all existing values with only the selected ones. When disabled, adds selected values to existing ones
• Default: false (adds to existing values)
• Example: true = replace all, false = add to existing
• Notes: Use carefully - override will remove any previously selected values

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Common Use Cases

Use Case 1: Lead Source Tracking

Scenario: Automatically tag contacts with lead sources when they complete different forms

Setup:

• Dropdown Property: lead_sources
• Values to Select: Webinar Registration
• Override Current Property: false

Result: Adds "Webinar Registration" to existing lead sources without removing previous sources

Use Case 2: Product Interest Management

Scenario: Update contact interests based on page visits or content downloads

Setup:

• Dropdown Property: product_interests
• Values to Select: Enterprise Software, Cloud Solutions
• Override Current Property: false

Result: Adds both interests to the contact's existing product interest list

Use Case 3: Deal Stage Categorization

Scenario: Automatically categorize deals based on value and source

Setup:

• Dropdown Property: deal_categories
• Values to Select: High Value, Enterprise
• Override Current Property: true

Result: Replaces all existing categories with only "High Value" and "Enterprise"

Use Case 4: Contact Segmentation Reset

Scenario: Clean slate segmentation for contacts entering a new lifecycle stage

Setup:

• Dropdown Property: marketing_segments
• Values to Select: New Customer
• Override Current Property: true

Result: Removes all previous segments and sets only "New Customer"

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Last updated: November 23, 2025