Cascading dependent dropdowns, in real-time.
Structure complex options into multi-level parent-child fields (e.g. Country → State → City) and automatically restrict choices on HubSpot records.
Requested HubSpot Scopes
How AdviVest securely interacts with your HubSpot data.
| HubSpot Object | OAuth Scope | Access Level | Purpose |
|---|---|---|---|
| Deals | crm.objects.deals.read/write | Read/Write | Fetch properties and associate child objects. |
| Contacts | crm.objects.contacts.read/write | Read/Write | Read contact details and apply association filters. |
| Companies | crm.objects.companies.read | Read Only | Reference companies as drivers/parents in association chains. |
Key Capabilities
Premium tools built directly for HubSpot operations.
Cascading Dropdowns
Build infinite nesting levels. When a parent option is chosen, child dropdowns update instantly.
Central Option Lists
Manage options in one dashboard. No more manually editing large option lists inside HubSpot settings.
CSV Bulk Import
Import thousands of options (like zip codes, locations, or product categories) in seconds using a CSV.
Filtered Associations
Constrain CRM association pickers so reps only see contacts or deals linked to the current company.
Custom Association Labels
Supports standard and custom HubSpot association types to fit your custom data schema.
Secure HubSpot OAuth
Standard secure installation with fine-grained scopes so your data is protected at all times.
Simple, Transparent Pricing
Select the plan that matches your organization size.
Free
For small start-ups
- 1 Active Property Hierarchy
- Up to 50 Hierarchy Option Nodes
- 1 Active Association Filter
Starter
For growing teams
- Up to 3 Active Property Hierarchies
- Up to 200 Hierarchy Option Nodes
- Up to 3 Active Association Filters
Professional
For mid-size sales operations
- Up to 10 Active Property Hierarchies
- Up to 1,000 Hierarchy Option Nodes
- Up to 10 Active Association Filters
Business
For large departments
- Up to 30 Active Property Hierarchies
- Up to 5,000 Hierarchy Option Nodes
- Up to 30 Active Association Filters
- Priority Support
Enterprise
For custom requirements
- Unlimited Active Property Hierarchies
- Unlimited Hierarchy Option Nodes
- Unlimited Association Filters
- Dedicated SLA & Support
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 08/23/2026
Frequently Asked Questions
Quick answers about AdviVest operations.
