Allow Multiple “Create Deal” Form Variants (Advanced Conditional Logic per Team)

HubSpot Ideas

Status: Idea Submitted

1

The current “Create Deal” form only supports basic conditional logic. This breaks down for companies with multiple teams in the same pipeline.

Example:
We have different sales teams sharing one pipeline. All teams must select an Order Type.
But the follow-up requirements differ:

  • Existing Sales need to enter a Customer Order Number that the new deal will replace.
  • New Sales should not see or fill a Customer Order Number at all.

Today that’s impossible without either splitting pipelines or forcing irrelevant fields on some users.

What We Need

  • Multiple “Create Deal” form templates assignable per team or user.
  • Or, multi-layer conditional logic (if X AND team = Y then show property Z).