Hi dear Community, This post is related to the following feature request in our Ideas forum: [Screenshot 2023-09-21 at 21…

@Amanda_FUNYL , It’s in settings>deals>setup>customize create deal form. You can likely use the url below but replace your HU…

@Amanda_FUNYL , Here is the video link: https://share.vidyard.com/watch/j3pbFLmmWWoj4RMxsHuAjW ?

Here’s a ~2min showing the double conditional logic (which would be the same steps for doing conditional pipelines): …

@DeKoning Where is “Add Pipeline Logic” located at? I have looked everywhere and I cannot locate it.

@DeKoning ah ok so we can’t set it by Pipeline anymore? It seems that it’s not a catch all now and we can’t do double conditi…

Try selecting “+add logic” then set the filter to be the pipeline you want, @Amanda_FUNYL . You could then create custom forms…

@Amanda_FUNYL if I’m understanding you correctly, you could do double conditional logics. For example, I can have conditional…

In theory, I would agree @Amanda_FUNYL . You just need to add the property used in the logic step to the form first.

Thank you for the video @christinephu . However, I mean if I wanted to make all the fields conditional under each pipeline (th…

Would it be possible to add different default values for the deal creation form based on which pipeline the deal creation for…

@DeKoning this solution gives us possibilty to add fields using logic to customize form for the pipeline. but I cannot delate…

Hi, The conditional logic feature does not solve the issue. I want different property logic applied per pipeline(or any prop…

Custom 'Create Deal' Form for Different Sales Pipelines

Smart CRM & Sales Hub Tips, Tricks & Best Practices

RFransway March 1, 2024, 4:01pm 11

This is great and very helpful! @hubspot it would be great to be able to add futher conditions of what we don’t want on a form. Please reach out if you have questions.

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Custom 'Create Deal' Form for Different Sales Pipelines

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