How do you update enumeration properties like dropdowns and multiple checkboxes across different HubSpot objects? This question is a bit of a niche topic, but it gets asked often within the HubSpot community.
When it comes to synchronizing properties, maintaining consistency across various HubSpot objects can often be a manual process, leading to confusion.
That's where the PocketKnife HubSpot add-on steps in; you can use the "Sync Properties" feature. This feature transforms manual steps into something that can be done like clockwork. Picture this: checkboxes, dropdown selects, and radio selects, all seamlessly coordinated and in perfect sync across different objects.
PocketKnife is a HubSpot add-on or app we built and refined for over two years to enhance your portal and streamline business processes. As a multi-functional tool, it offers features like deal cloning, owner rotation, and the Sync Properties feature for Enumeration Properties.
Our team has spent a decade working with clients and collaborating with the HubSpot community. Through these collaborations, we realized the need for a versatile tool like PocketKnife that extends beyond the standard HubSpot offerings.
In HubSpot, an enumeration property refers to those with predefined values, often presented as a list or a set of options. Examples of these include Multiple checkboxes, Dropdown select, and Radio select.
Enumeration properties are particularly useful when you want to standardize and structure data entry across your HubSpot objects, such as contacts, companies, deals, or tickets. This is a good alternative to allowing free-form text entry for things like "Topics of interest" or assessments where they ask you to tick all that apply. Free-form text entries, especially when there are many options, can lead to inconsistent or inaccurate data. So, enumeration properties limit choices to a predefined set of options.
Let's imagine you have a property called "Financial Literacy Topics", and you want to categorize your leads based on topics they're most interested in, like "Taxation," "Investments," "Real Estate", and more. Users can then choose from these predefined options when entering data for a contact, ensuring uniformity and making it easier to analyze and report on the data later. From there, you'll find that some contacts might be in two segments as they're interested in two topics. At the same time, others are in just one segment.
In HubSpot, you can update enumeration properties. You can add or remove options, copy options from other enumeration properties, and merge property options.
But how do you ensure that these updates are reflected across the database? The "Sync Properties" feature in the PocketKnife add-on facilitates the synchronization of these enumeration properties across different HubSpot objects. So, when you sync property values, the changes made to the options or values within an enumeration property can be automatically propagated to linked objects. As a result, you can be sure about consistency and save time on manual updates.
So, enumeration properties contribute to data organization, standardization, and accuracy within the HubSpot platform. This facilitates more effective data management and analysis.
Learn what drives the workflow action to keep enumeration properties in sync between objects. We share two features.
Let's look at some scenarios where the Sync Properties feature on PocketKnife can be useful.
You can keep a contact enumeration property in sync with a deal enumeration property with the PocketKnife add-on. Let's use leadstreet's modules on HubSpot Marketplace as an example to illustrate this.
When users fill out a form, our team collects information and uses that data to generate a deal. We transfer the dropdown values from the contact to the deal.
Thanks to the HubSpot “Sync Property” feature available with PocketKnife, you only need to update the primary property, and the secondary one is updated automatically. Here’s how it works.
Step 1: Create a contact enumeration property.
Step 2: Under contact.leadstreet_modules, select one of the following options:
Step 3: Create a deal enumeration property.
Step 4: Under deal.leadstreet_modules, select one of the following options:
Step 5: Log in to the PocketKnife website.
Step 6: Select the Source and the Destination property
Step 7: Start syncing!
Step 8: You'll see notifications for the frequency of syncs.
Step 9: In the future, when you add options on the contract property, the deal property will follow.
Through client feedback, we saw the need for a comprehensive tool that could bridge the gaps left by standard HubSpot functionalities.
The "Sync Properties” function in the HubSpot add-on seeks to solve issues related to enumeration properties. As a whole tool set, the PocketKnife HubSpot add-on aims to address challenges like:
More than offering more functionalities and making them more accessible, the PocketKnife app has become the preferred choice for those who need enhanced features like Sync Properties for their HubSpot portals. Here are a few reasons for this:
Incorporating the app into your HubSpot portal can boost your business processes. If you’re ready to enhance your HubSpot portal, you can install PocketKnife today. Take it for a spin: https://pocketknife.leadstreet.be/.
We're here to assist you with any questions, technical support, or feedback. Connect with us at sales@leadstreet.be. Let's transform your HubSpot experience together!