I would like to suggest the addition of the option of conditional logic when creating records in the HubSpot mobile app, similar to how it already functions in the web version. I believe that this feature would greatly enhance the efficiency when working from mobile devices.
It would be great if all the mandatory properties at deal creation were also mandatory when a deal is created from the mobile app.
It would improve data collection.
Many admins would love toadd this requirement! Reps in the field need to be held to the same requirements as ones doing inside sales
@ThimBaroudel , it’s been a while since you submitted this idea, but I wanted to see if it was still relevant and if you could provide more details on the types of properties you aren’t seeing enforced on mobile, as we’re expecting all but associations and conditional properties to be support on mobile when records are created. Thanks in advance.
Hi Gaya, Im running into the same issue.
We have mandatory properties when creating a deal to streamline our clientdata and make sure the deal has a complete dataset. These mandatory properties are only required when in a certain deal stage in the funnel. The first 3 dealstages it is not mandatory to fill. This applies to custrom properties like (name for the invoice) but also for the mandatory link of a contact and company to a deal. This works perfectly on Desktop but not on mobile.
As our sales reps are adding deals on mobile after a client meeting, they are now able to add deals without linking a contact & company + not filling the complete data for invoices/proposals. This means we have deals in our funnel without all information. As we use this information also to push this directly into our proposals and invoices, these documents are incomplete and proposals are also made by staff who don’t know the client well enough to fill the data and link the right contact/company.
Can you please check for this feature that the required datapoints in certain dealstages also apply when a deal is added via mobile?
A workaround is also fine by me.
@RRoerink , if I understood correctly, then there are 2 things involved here:
- Requiring a record to have an association when creating a new record. This is currently being rolled out and you should have access to it by the end of the week. Here’s a prod notification describing how it works
- Require properties based on the value of another property (conditional properties). This is the next project we’re working on. I don’t have a specific launch time, but we’re aiming for Q2.
Hi team!
Currently, conditional logic for the record creation forms is supported on the CRM, but not in the mobile app. This would be tremendously beneficial for those who prefer to interface on their phone and who need to create records from the app.
+1 on this !
+1 !
+1
Agreed. Just tested this from another community question and was surprised it doesn’t work in the mobile app. Would be a great function to have on the go!
Definitely need this. No point in Conditional logic on only one avenue if it means my team can workaround and not put in the data needed for reporting because they dont want to do the work.
+1!
This would be a very helpful itme for our Company. I just noticed today that when a user created a Deal through the Mobile Application, None of the Conditional Properties setup in the Web Application apper or are required in the Mobile Application. This is very important due to workflows around the mandatory condinotal propertys set up.
Hi Hubspot folks!
My idea is very simple, I’d just like to make the dependent properties feature available on the mobile application. It is currently not, and it’s a major pain point for my mobile users.
Any plan to do this in the upcoming months?
This would be a very helpful itme for our Company. I just noticed today that when a user created a Deal through the Mobile Application, None of the Conditional Properties setup in the Web Application apper or are required in the Mobile Application. This is very important due to workflows around the mandatory condinotal propertys set up.
Hello all, here’s a use case I am dealing with that would be enabled with this capability.
I have two teams that have different requirements for the contact form. One team requires an email address is entered when creating a contact record. The other team does not require an email address. How can I make the email address conditional on the contact form? I resolved this on the desktop app as follows. I just need the conditional logic functionality to work the same on the phone create form.
On the contact create from, I made the email not required. Then I created a dropdown that allows the user to select what team they are from. Then I added conditional logic to the team dropdown so that if the team selected requires the email, then the email field shows up as required. This works great on the desktop; however, on the mobile app, the conditional logic does not work.
I personally think this is more of a bug. Please fix the mobile app form so that it handles conditional logic same as the web form. Thanks!
Mobile app MUST allow the same conditional properties as the website. What is the point of having conditional properties if they only work on one version of the service. HubSpot is a CRM tool - that means used by sales reps, who are on the go. No sales rep is going to wait until they get to their computer to fill out a form, this HAS to work on the mobile app. It makes tickets functionally useless if their is only one pathway available, especially when you get at least 2 pipelines. What is the point of 2 pipelines if you can’t have conditional logic that allows for different respones on the two pipelines (at least on mobile). It works great on the web, this is a massive oversight to not work on mobile. HubSpot, fix this.
+ 1 on behalf of a customer! They created conditional properties that aren’t showing in the app.
We have 40% of our users on the mobile App and not having Conditional Logic, makes the entry form cumbersome on the mobile. The biggest problem is that the properties that are dependant, do not even show up on the Mobile App form at all. So this effectivly makes the conditional logic on entry forms unavailable to our entire enterprise. If you can not make conditional logic available to the mobile, PLEASE, show the dependant properties on the mobile app.
