Hi HubSpot Community!
I recently chatted with HubSpot support about an idea related to conditional cards. Currently, when creating conditional display logic for cards, we can only set one condition at a time. However, my team often encounters scenarios where multiple conditions would significantly enhance the user experience and streamline our processes. For instance, we would like to:
- Display a deal card specifically when Client Type = Carrier AND Deal Type = New Deal.
- Or perhaps when Client Type = Customer AND Deal Type = Renewal.
- Even when Client Type = Vendor AND Deal Stage = Proposal Sent.
Allowing multiple conditions would enable us to create far more targeted and relevant deal cards tailored to the specific needs of various internal teams, including support, customer success management (CSM), onboarding, and even sales operations. This would not only improve efficiency but also enhance our team’s overall productivity and accuracy in managing client interactions.
Additionally, implementing this capability would assist our team significantly as we are currently considering migrating several of our teams from other platforms onto HubSpot. Being able to tailor deal cards based on multiple criteria would considerably ease our transition and adoption phase, improving overall satisfaction with the platform.
The HubSpot support team indicated that, although this particular functionality is not currently available, it is on their development radar for potential implementation later this year. They recommended that I post here to highlight this need and gather additional feedback and support from the broader community.
@community; if you also find value in this idea or have similar needs, please consider upvoting and sharing your use cases or additional ideas below.
Thank you!