CRM

VuNguyen-WSE
Participant

Properties dependencies and auto-fill in

SOLVE

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
0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Properties dependencies and auto-fill in

SOLVE

Correct, @VuNguyen-WSE, see the HubSpot Ideas link in my earlier post. Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

6 Replies 6
webdew
Guide | Diamond Partner
Guide | Diamond Partner

Properties dependencies and auto-fill in

SOLVE

Hi @VuNguyen-WSE ,

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.

Regards.

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Properties dependencies and auto-fill in

SOLVE

Correct, @VuNguyen-WSE, see the HubSpot Ideas link in my earlier post. Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Properties dependencies and auto-fill in

SOLVE

Hi @VuNguyen-WSE,

 

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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

VuNguyen-WSE
Participant

Properties dependencies and auto-fill in

SOLVE

Thanks @karstenkoehler ,

 

How about my 1st problem, it's not possible at this time ? 

  • Properties dependencies to reduce data entry errors
0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Properties dependencies and auto-fill in

SOLVE

Hi @VuNguyen-WSE,

 

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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

VuNguyen-WSE
Participant

Properties dependencies and auto-fill in

SOLVE

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

0 Upvotes