Property Options

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Explanation

Properties in HubSpot have a different name displayed in the UI from the value used on the backend. Most properties with dropdown options will automatically have the UI value available for selection in Unify the same way it appears in HubSpot. However, certain properties in HubSpot have options which are in fact not able to be fetched programmatically, and there is nothing Unify can do to access them. This is a known limitation in HubSpot’s API discussed here. We at Unify have asked HubSpot’s Co-Founder/CTO about it in this thread as well, and will support the best available option for the time being.

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Workaround

In order to support using these options for filtering in audiences and/or exclusions, you can do the following workaround. We will assume that the property you want to filter on is Lifecycle Stage on Company for the purpose of this example.

First, in HubSpot, navigate to CRM -> Companies. Select Actions -> Edit properties.

Search for the property by its name (Lifecycle Stage).

Select the property.

Navigate to Field type. You will see a list of options, with LABEL and INTERNAL NAME values alongside the number of records that have that value. You may want to copy these values to a secure separate location for easy future reference. If you wish to filter records in Unify to a specific LABEL value, you can do so by using the corresponding INTERNAL NAME value.

Here is what that would look like in Unify for the LABEL value “Lead” and therefore INTERNAL NAME value “lead”: