Clear Multiselect Dropdown Values

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When to use it: When you need to programmatically remove outdated tags, clean up property values, or manage dynamic segmentation by removing specific categories from contacts, companies, or deals.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

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

    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

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: lead_sources, product_interests, marketing_segments
  • Notes: Only shows multiselect dropdown properties available for the object type in your workflow

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  • Example: Cold Call, Outdated Campaign, Legacy System (values to remove)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

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Scenario: Remove outdated lead sources when contacts move to qualified status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Result: Removes outdated sources while keeping current ones like "Referral" or "Content Download"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

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

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

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

    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