Hey everyone!
I am working in a multinational team. We are using a single HubSpot, account for the whole company. Soma branches are requesting to add different fields on the deal creation form. Unfortunately, some fields can’t be used by all teams.
My goal is to customize the deal creation form depending on the user’s team.
For instance, show custom field X only to a set number of team members.
Hi @MLomako ,
Your request seems similar to this one about Custom ‘Create Deal’ form for different pipelines which is not currently possible in HubSpot.
I have the same need and found this post about a workaround. I doesn’t really match the need IMHO, but it gives some inspiration for a solution, especially this answer (could create the deal in another tool and use API or Zapier to autonate the creation in HubSpot. But it’s quite complexe and I would prefer to stay in HubSpot for evrything.
I hope this helps anyway.
Have you found another solution on your side?