Conditional properties

CRM & Sales Account & Settings
1

Hi All,
I want to change a feild based on other feilds

if 2 feilds match then the input is “x”

if they are not the input will be “y”

What is the best way?

2

Hi @Ronenim

Using Workflows you could set Properties based on conditions but, it’s only available in Pro or Enterprise.

You could create a HubSpot App to do a similar job but that would require Custom Code.

So, in the Starter version you could create a List that filters by property. Then manually set the other property by bulk editing.

Let me know if this needs more xplanation (written in haste).

Cheers

Mike

3

So many people are asking for this function. SalesForce has this, why not HubSpot. Come on HS step it up.

4

Hi @AriP

Thank you for reaching out.

This is not possible at this stage within HubSpot, I’d recommend upvoting this Idea in our Ideas Forum regarding this, currently being reviewed by our Product Team. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes.

Thank you

Best

Tiphaine