There are 2 problems that I need HS to help as below
Properties dependencies to reduce data entry errors
Let’s say we have 2 properties:
Personas: University Student, Business Owner, Office Worker
Age Group: [16-17], [18-20], [21-25], [25+]
If we choose Personas [University Student], the Age Group value will only show 2 related values: [16-17], [18-20]
Properties auto fill-in based on table matrix
We have pre-defined matrix table for Promotion: Promotion Name, Free Month, Promotion Price
Promotion Name
Free Month
Promotion Price
Birthday Gift
1 month
100 USD
Discount
3 months
300 USD
In HubSpot Properties, If we choose the Promotion Name [Birthday Gift]; Related Properties: Free Month, Promotion Price will be automated fill-in [1 month] & [100 USD] respectively
Sorry for the bad news , but property dependency is not possible in the HubSpot as of now. However many a times my clients have asked for such reuquirement. As @karstenkoehler suggested, you can upvote the idea on idea forum.
100% agree, it would not a real-time update. It's simply that it would be the closest to what you're looking for at the moment and there aren't any alternatives. It currently can't be done.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
This is unfortunately not possible at this stage, at least not natively in HubSpot. Other users have requested this before in the HubSpot Ideas section of the community and while the product team agrees that it would be a good feature, it's currently not on the roadmap.
As far as workarounds go, if you're on a Professional or Enterprise license, you could use workflows to auto-fill some of the mappings you outlined in your post. Setting these up would be entirely manual however. If property 1 has value A, fill value B in property 2.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Thanks for your advice Karsten! But the workflow will not real-time and user need to wait to get the information updated. Better when user input, the dependencies will be shown immediately