Overview
ExtendInsights HubSpot includes enhanced Dropdown Fields (Cell Operations) that make it easy to select valid HubSpot values directly from Excel.
For supported dropdown fields, you can browse available values or type directly into the worksheet. ExtendInsights automatically resolves your selection, helping ensure valid values are uploaded to HubSpot.
Note: Dropdown support is currently available for static dropdown fields only.
Ways to Select Dropdown Values
You can enter dropdown values in two ways:
Use the Dropdown Panel
Type values directly into the worksheet
Both methods help ensure valid HubSpot values are used during upload.
Method 1: Use the Dropdown Panel
The Dropdown Panel lets you browse and select available HubSpot values.
Select a dropdown field.
Open the Dropdown Panel.
Search or scroll through the available values.
Click a value to insert it into the selected cell.
This method is ideal when you want to browse all available options.
Method 2: Type Directly into the Worksheet
You can also enter values directly into the Excel cell.
ExtendInsights automatically attempts to resolve the value when you press Tab or Enter.
There is no need to manually look up or enter HubSpot IDs.
How Typed Values Are Resolved
When you type a value, ExtendInsights follows these rules.
✅ Exact Match
If one exact match exists, it is selected automatically.
Example:
You enter:
Qualified
Available values:
Qualified
Qualified to Buy
Result
Qualified is automatically selected.
⚠️ Multiple Matches
If multiple values match your entry and there isn't an exact match, ExtendInsights cannot determine which value you intended.
Example:
You enter:
Marketing
Available values:
Marketing Qualified Lead
Marketing Contact
Result
The value remains unresolved until you select one.
❌ No Match
If no matching HubSpot value exists, the value remains invalid.
Use the Dropdown Panel or enter a valid value.
Understanding Cell Status
ExtendInsights uses color indicators to show the status of dropdown value resolution.
Cell Color | Status | Description |
⚪ Grey | Looking up value | ExtendInsights is checking the available HubSpot values. |
🟡 Yellow | Multiple matches found | More than one matching value exists. Select a value or enter a more specific term. |
🔴 Red | No match found | The entered value doesn't match any available HubSpot value. |
When a value cannot be resolved, a message also appears in:
The Results column
The ExtendInsights task pane
Sample Scenarios
Scenario 1: Lookup in Progress
You enter:
Attempt
After pressing Tab or Enter, the cell briefly turns Grey while ExtendInsights searches for a matching value.
If a valid match is found, the cell returns to its normal state.
Scenario 2: Multiple Matches
You enter:
Market
Several matching values are available.
The cell turns Yellow, indicating that your input needs to be refined or selected from the Dropdown Panel.
Scenario 3: No Match Found
You enter:
hhhhhhhhh
No matching HubSpot value exists.
The cell turns Red, and an error is displayed.
To resolve the issue:
Enter a valid HubSpot value, or
Select one from the Dropdown Panel.
Tips & Best Practices
Use the Dropdown Panel when unsure
Browsing the available values helps prevent validation errors.
Enter specific values
Typing the complete value reduces the chance of multiple matches.
Review highlighted cells
Grey, yellow, and red cells indicate that ExtendInsights requires additional action before the value can be uploaded.
Static dropdown fields only
Dropdown support currently applies to static dropdown fields. Reference-based dropdown fields are not supported in this release.
🚀 What Would You Like to Do Next?
I want to... | Learn More |
Build another template | |
Download HubSpot records | |
Create new HubSpot records | |
Reload and update records |
💬 Need Help?
Before contacting Support, try searching:
If you still need assistance:
💬 Use in-app chat (bottom-right of the support site)
✉️ Email cloudextend-support@celigo.com