Tracking offline biz dev sources and sib source

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

We have several offline sources of busionss development opportunities that we need to track. Here’s an example: Conferences, Referral Execs.

Source --> Sub source:

  • Ex 1. Conferernce --> HubSpot Delight 2021
  • ex 2. Referral --> Jane Doe

What is the best way to trck these? I was told to create a custom property then use that in the Contact and Deal objects. But, when I tried to create a custom property, there was no way to create a sub-source option.

Any ideas?

2

Hi @JLane02,

Thank you for reaching out to the Community!

As a starting point, I wanted to share these 2 Knowledge Base articles, which can help you understand how HubSpot properties work:

I also wanted to tag a couple of subject matter experts: @Mike_Eastwood, @BethanyH, @smoore, @Ben_M do you have any tips you can share with @JLane02?

Thanks!

Mia

3

Hi @JLane02,

A custom property is definitely the optimal way to go here and correct, it’s not possible to create dependent properties. (Yet?)

There aren’t any satisfying workarounds here. You could either include information about both source levels in one property:

“Conference - HubSpot Delight 2021”

“Referral - Jane Doe”

Or you would would work with two properties, not associated to each other at all and completely independent. Someone would be able to input “Conference” in level 1 and “Jane Doe” in level 2. With a good documentation and tutorial for everyone involved, this risk can probably be minimized. This would be the option that I’d recommend.

Hope this helps!

4

Hi @JLane02,

Great news, dependent properties are now a HubSpot feature! See the announcement below:

[Public Beta] Conditional Property Logic

Sep 28, 2023

What is it?

Requiring the right data at the right time is critical to CRM data quality. Missing or incomplete data can throw off your ability to capture high-level insights or even take critical action based on information in a record. For example:

  • You want to capture the specific reasons why deals are lost
  • When a deal is closed/lost, users are required to select an option in Lost Category
  • They select ‘Product’ as the reason - but you want to know what types of Product-related reasons (bugs? incomplete functionality?)

Or another example:

  • You want to capture a customer’s billing information
  • When a user fills out Billing Method as Email, you want to require that they also fill in the Billing Email so you can bill the customer

Conditional property logic enables admins to show (and require) the right properties at the right time across the CRM. Today, in the ‘Customize the create record’ page, admins can set conditional logic for properties that have been added to the ‘Create record form. Now, admins will be able to set conditional logic for enumeration properties regardless of whether they have been added to the ‘create record’ form. This logic will be triggered when reps make edits to properties across the CRM.

If a property is required, users will not be able to save their changes until the required property has been filled.

Why does it matter?

Conditional property logic is a powerful tool to help you safeguard data quality and create a streamlined experience for reps interacting with records. This data management tool will help CRM admins lay the foundations for clean data and a smooth rep experience by guaranteeing that required information isn’t missing. And it will save time spent chasing down incomplete data.

How does it work?

HubSpot admins can set up conditional property logic in Property Settings > Conditional Property Logic tab.

These rules will be surfaced - alongside conditional stage properties- in the following places when a rep edits a property:

  • Record page highlight card, About section, association card, and ‘View All Properties’ page
  • Index page inline edit
  • Index page bulk edit (conditional stage properties will also now be enforced here)
  • Index page board view
  • ‘Create record’ form

Demo Video

Who gets it?

All Hubs, Professional+ subscription.

If you’re on a Professional or Enterprise subscription and you’re not seeing these options yet, you should be able to opt into the beta here:

705×301 73.3 KB

If you’re not seeing the beta there, it’ll probably appear in the next few days.

Have a wonderful day!