topic Add a condition depending of the selction in a deal property in Sales Hub Tools

Add a condition depending of the selction in a deal property

ChristelleH — Wed, 16 Nov 2022 09:47:37 GMT

Hi all!

I created a property I called "Status" for my deals with a drop down menu. Here are the three options of the menu :

- Won
- Lost

- On hold

I would like that when a user select the option "Lost", a text field appear where the user can describe why the deal was lost.

Is there any way to do this? I could not find it by myself. Many thanks in advance for your help!

Re: Add a condition depending of the selction in a deal property

karstenkoehler — Wed, 16 Nov 2022 09:58:48 GMT

Hi @ChristelleH,

This is unfortunately currently not possible in HubSpot. The system does not support dependent properties / fields.

However, there is a cleaner option to set up required properties when a deal is moved to a specific Deal stage: https://knowledge.hubspot.com/crm-deals/set-up-and-customize-your-deal-pipelines-and-deal-stages#to-customize-your-deal-stages (This requires a Sales Hub Starter subscription or higher.)

Usually, closed won and closed lost are not a deal status but should be documented in the default Deal stage property. You would have to change from your custom property to the official default Deal stage. When a deal is moved to the Deal stage closed lost, you could set up a required property for the closed lost reason.

Let me know if you have any follow-up questions!

Best regards!

Re: Add a condition depending of the selction in a deal property

ChristelleH — Wed, 16 Nov 2022 10:03:35 GMT

Hi @karstenkoehler

Thank you very much for your quick and detailed reply. I will give a try to the default deal stage property and see if it can suits our needs.

Have a nice day! 🙂

Re: Add a condition depending of the selction in a deal property

MStrebor75 — Sat, 22 Jul 2023 22:09:00 GMT

Hi, I have a follow up question to your answer. In our additional required property, can we make that a dropdown select as well?

"When a deal is moved to the Deal stage closed lost, you could set up a required property for the closed lost reason."

Thanks much.

Re: Add a condition depending of the selction in a deal property

karstenkoehler — Sun, 01 Oct 2023 08:06:22 GMT

Hi @ChristelleH,

Great news, conditional properties are now a HubSpot feature! See the announcement below:

[Public Beta] Conditional Property Logic

Sep 28, 2023

What is it?

Requiring the right data at the right time is critical to CRM data quality. Missing or incomplete data can throw off your ability to capture high-level insights or even take critical action based on information in a record. For example:

You want to capture the specific reasons why deals are lost

When a deal is closed/lost, users are required to select an option in Lost Category

They select ‘Product’ as the reason - but you want to know what types of Product-related reasons (bugs? incomplete functionality?)

Or another example:

You want to capture a customer’s billing information

When a user fills out Billing Method as Email, you want to require that they also fill in the Billing Email so you can bill the customer

Conditional property logic enables admins to show (and require) the right properties at the right time across the CRM. Today, in the ‘Customize the create record’ page, admins can set conditional logic for properties that have been added to the ‘Create record form. Now, admins will be able to set conditional logic for enumeration properties regardless of whether they have been added to the ‘create record’ form. This logic will be triggered when reps make edits to properties across the CRM.

If a property is required, users will not be able to save their changes until the required property has been filled.

Why does it matter?

Conditional property logic is a powerful tool to help you safeguard data quality and create a streamlined experience for reps interacting with records. This data management tool will help CRM admins lay the foundations for clean data and a smooth rep experience by guaranteeing that required information isn’t missing. And it will save time spent chasing down incomplete data.

How does it work?

HubSpot admins can set up conditional property logic in Property Settings > Conditional Property Logic tab.

These rules will be surfaced - alongside conditional stage properties- in the following places when a rep edits a property:

Record page highlight card, About section, association card, and ‘View All Properties’ page

Index page inline edit

Index page bulk edit (conditional stage properties will also now be enforced here)

Index page board view

‘Create record’ form

Demo Video

Who gets it?

All Hubs, Professional+ subscription.

If you're on a Professional or Enterprise subscription and you're not seeing these options yet, you should be able to opt into the beta here:

If you're not seeing the beta there, it'll probably appear in the next few days.

Have a wonderful day!