100 Free Automations

Add client dropdown field to Hubspot

Written by Noel Maniraguha | October, 2024

This automation adds a Client dropdown field to HubSpot for contacts, companies, and deals, and automatically creates a list for all contacts.

This automation has 1 component. 
1. Adding a Client dropdown field to Hubspot for contacts/companies/deals 
2. Automatically create a list for all contacts (if you need other lists, use this page)

If you don't need a dropdown for companies, deals, or contacts - simply delete them.

 

Insert the blueprint in make (new scenario)

Manual Changes