Company Properties Associated with Specific Industry
SOLVE
When creating a Company, is there a way to have certain Company properties, that I've created, appear as an option (to be completed) when a particular Industry is selected?
The options I need will only apply to a specific industry and not all in general. The alternative would probably be to include the information in a Notes property field, but that would not make the information searchable, correct?
There isn't a default feature for this. With a Sales Hub Professional or Enterprise subscription, you can set required properties for the company create form but these can't be made conditional.
As a workaround, you could include all dependent properties but make them not required. This would require an update to the team and good communication so that they actually fill these fields, even when not required.
If you have access to workflows, you could also remind company owners to fill out fields based on your conditional logic with a company-based workflow. (Industry is X but dependent field is unknown > send internal email notification as reminder)
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Great news, this is 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)
Great news, this is 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)
There isn't a default feature for this. With a Sales Hub Professional or Enterprise subscription, you can set required properties for the company create form but these can't be made conditional.
As a workaround, you could include all dependent properties but make them not required. This would require an update to the team and good communication so that they actually fill these fields, even when not required.
If you have access to workflows, you could also remind company owners to fill out fields based on your conditional logic with a company-based workflow. (Industry is X but dependent field is unknown > send internal email notification as reminder)
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
