Is it possible to create conditional logic for a property that only activates when a deal moves to the “Closed Won” stage in the sales pipeline?
We have a property called “Deal Type,” where the sales rep can select whether the deal is a new sale, upsell or down sale etc. I want the sales rep to fill out this property at the beginning of the stage. Additionally, I’d like to make another property, “Invoice Email,” required, but only if the deal is marked as an upsell. However, I want them to fill in the “Invoice Email” property when the deal moves to the “Closed Won” stage, as this detail isn’t usually available in the earlier stages.
How can I do it in hubspot?
Hi @Xiawanbai,
You would set up deal type as a required deal stage property as explained here: Set up and manage object pipelines
Once set up, you can follow these steps to conditionally display the invoice email property: Set up conditional logic for enumeration properties
Let me know if you have any follow-up questions!
PS. This requires a Professional license or higher. In Starter or the free CRM, conditional properties are not included.
Hi @karstenkoehler I followed the steps but then the property has conditional logic even if the deal is on the New stage.
Is it possible to create the logic only for the property on the closed won stage but everywhere else the property is without the conditional logic?
@Xiawanbai that’s correct, conditional logic cannot be specified per stage, it would apply generally. If that’s an issue, you would have to consider using another invoice email property which is only used for the condition in deals. Once filled, a workflow could copy the value in the original invoice email property. It’s not nice but would currently be the best workaround to solve for this.