How to Manage Enumeration Property Options in Hubspot

Managing enumeration property options in Hubspot is essential for keeping your CRM data clean, standardized, and easy to report on. Enumeration properties use predefined option lists for fields such as dropdown selects, multiple checkboxes, and radio selects, helping your team enter data consistently across records.

This guide walks you through how to create, edit, reorder, merge, and delete enumeration options so you can control exactly how your data appears in forms, records, and reports.

What Are Enumeration Properties in Hubspot?

Enumeration properties in Hubspot are fields that allow users to choose from a predefined list of options rather than entering free text. This structure helps enforce data consistency and reduces errors.

Common enumeration field types include:

• Dropdown select
• Multiple checkboxes
• Radio select
• Single checkbox

Each option in these properties has three important parts:

• Label: what users see in the CRM and on forms.
• Internal value: how Hubspot stores and recognizes the option in the backend.
• Description: optional context to help your team understand how to use the option.

Accessing Property Settings in Hubspot

To manage enumeration options, you first need to open the properties editor in Hubspot. Follow these steps:

1. In your Hubspot account, click the settings icon in the main navigation bar.
2. In the left sidebar, go to Properties under the Data Management or similar section.
3. Select the object whose property you want to edit, such as Contacts, Companies, Deals, or Tickets.
4. Use the search bar or filters to locate the enumeration property you want to manage.
5. Click the property name to open its detailed settings.

Once you are in the property editor, you can view and manage all existing options associated with that enumeration property.

Creating New Enumeration Options in Hubspot

When your business processes change, you may need to add new options to a dropdown or checkbox field in Hubspot. To create a new option:

1. Open the enumeration property in the property editor.
2. Scroll to the Options section of the property.
3. Click Add an option or a similar button.
4. Enter a clear Label that users will recognize.
5. Review or edit the Internal value generated by Hubspot, ensuring that it is standardized and descriptive.
6. Optionally, add a Description to explain when this option should be used.
7. Click Save or Apply to confirm.

Always align new options with your naming conventions so your reporting and automation remain consistent over time.

Editing Existing Enumeration Options in Hubspot

You may need to update an existing option to reflect new terminology or process changes. You can edit most aspects of an option without losing associated data if you are careful with the internal values.

Updating Labels and Descriptions

To update how an option appears to users without affecting your backend data:

1. In the property editor, locate the option you want to change.
2. Click into the Label field and edit the text as needed.
3. Update the Description to clarify how the option should be used.
4. Save your changes.

Changing labels and descriptions will not alter existing records, because Hubspot still uses the same internal value behind the scenes.

Changing Internal Values Carefully

The internal value is how Hubspot references the option in workflows, lists, integrations, and reports. Changing it can have broad impact. If you must adjust an internal value:

1. Identify whether the option is being used in any of the following:
   • Active workflows
   • List filters
   • Reports
   • Integrations or APIs
2. Update those assets first or prepare to update them right after the change.
3. In the option row, edit the Internal value field.
4. Save the property.

After updating, test relevant automation and reports to confirm that everything is still working correctly.

Reordering Enumeration Options in Hubspot

The order of options can strongly influence data quality, especially when used in forms. To reorder options:

1. In the property editor, go to the list of options.
2. Hover over an option until you see a drag handle icon.
3. Click and drag the option to a new position in the list.
4. Repeat for any additional options you want to move.
5. Save your changes.

The new order will apply wherever the property is used, including CRM records and forms that display the field to users or visitors.

Merging Enumeration Options in Hubspot

Over time you might end up with duplicate or overlapping options. Merging options in Hubspot helps you consolidate data without manually editing every record.

When to Merge Options

Common reasons to merge options include:

• Two options differ only by capitalization or spelling.
• Old and new names refer to the same concept.
• You want to simplify reporting by reducing similar options.

How to Merge Options

To merge enumeration options:

1. In the options list, identify the option you want to keep as the primary value.
2. Find the duplicate or outdated option you want to merge into the primary one.
3. Use the merge function available in the options interface (for example, a Merge action in a dropdown or icon).
4. Confirm which option will remain as the final value.
5. Save your changes.

After the merge, Hubspot updates all records that previously used the merged option so that they now use the primary option instead, preserving your data and simplifying analysis.

Deleting Enumeration Options in Hubspot

If an option is no longer in use or was created by mistake, you can delete it. However, you should proceed carefully so you do not lose important information.

Before You Delete an Option

Before removing an option from an enumeration property, review:

• Whether it appears in forms or pipelines.
• Whether existing records currently use the option.
• Whether workflows, lists, or reports rely on that value.

If needed, first merge the option into a more appropriate value so that no records end up with a blank or invalid state.

Steps to Delete an Option

1. Open the property editor for your enumeration field.
2. Locate the option to remove in the options list.
3. Click the delete icon or select Delete from the option menu.
4. Review any warnings that Hubspot displays about potential impact.
5. Confirm the deletion and save the property.

After deletion, that option will no longer be available for selection, and forms using the property will not display it.

Best Practices for Enumeration Properties in Hubspot

To keep your CRM healthy and avoid frequent cleanups, follow these best practices when designing enumeration properties in Hubspot:

• Standardize naming: agree on labels and internal value formats (for example, lowercase with underscores).
• Limit similar options: avoid creating options that are easy to confuse.
• Review regularly: schedule periodic audits of your options to merge or remove outdated entries.
• Document usage: use descriptions to explain when each option is appropriate.
• Coordinate with teams: align changes with sales, marketing, and service teams so everyone understands updates.

Where to Learn More About Hubspot Property Options

For detailed, official documentation and the latest product interface, refer to the original Hubspot knowledge base article on managing enumeration property options at this Hubspot support page.

If you need help designing a scalable property structure, automation, or reporting strategy, you can also consult specialized CRM and RevOps experts such as Consultevo, who focus on optimizing platforms like Hubspot for growing teams.

By carefully managing enumeration property options and following these guidelines, you can maintain consistent, reliable data in your CRM and make Hubspot a more powerful source of truth for your organization.

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