CRM

Skeaper
Participant | Diamond Partner
Participant | Diamond Partner

Properties on the contact card that activate another property

SOLVE

It would be interesting to create properties on the contact card that activate another property depending on the selection. It will be very usefull for better segmentation, and also for the sales team.

1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Properties on the contact card that activate another property

SOLVE

Hi @Skeaper 

 

Ah yes, this is the 'conditional properties' requirement that has been discussed quite a bit - usually relating to forms but also the CRM UI as in your case. 

 

My idea for this is here, you may want to vote on it: Conditional/Dynamic Dependant Dropdown Properties in forms and CRM

 

With 108 votes, its doing ok. @HubSpot - do I get a prize in my feature request is implemented? 😉

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

4 Replies 4
Skeaper
Participant | Diamond Partner
Participant | Diamond Partner

Properties on the contact card that activate another property

SOLVE

Thank you Phil!

Phil_Vallender
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Properties on the contact card that activate another property

SOLVE

Hi @Skeaper 

 

I'm not 100% sure what you mean by 'activate' but perhaps you could use workflows to achieve this - setting a company property value based on the changed value of a contact property?

 

Hope this helps?

Phil Vallender | Inbound marketing for B2B technology companies
Skeaper
Participant | Diamond Partner
Participant | Diamond Partner

Properties on the contact card that activate another property

SOLVE

Hi Phil, Thanks for your answer.

 

Specifically, I need to fill in the "industry" field and, depending on the response, have another property with specific options for the selected industry. We would call this new property "subindustry".
For example, the "Consumer" industry can be a sub-industry: electronics or toys or jewelry, etc.

If not, what intermediate solution could I have?

Thanks a lot!

Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Properties on the contact card that activate another property

SOLVE

Hi @Skeaper 

 

Ah yes, this is the 'conditional properties' requirement that has been discussed quite a bit - usually relating to forms but also the CRM UI as in your case. 

 

My idea for this is here, you may want to vote on it: Conditional/Dynamic Dependant Dropdown Properties in forms and CRM

 

With 108 votes, its doing ok. @HubSpot - do I get a prize in my feature request is implemented? 😉

Phil Vallender | Inbound marketing for B2B technology companies