It would be great if you could set conditional properties for contacts and companies. For instance "if XX property is set to XX, then show XYZ properties in the about view as well". This is needed as we have different types of customers who each have unique properties that don't apply to all.
👋Hi all! Rachel from the HubSpot Product team here. Both Conditional Property Logic (surface/require properties depending on the value of another property) and Conditional Property Options (specify which options are shown for a property depending on the value of another property) are out to all Hubs, Professional+ subscription. Thank you for all your input!
👋Hi all! I’m Rachel from the HubSpot Product team. An update for you - we are now in private beta for Conditional Property Logic, a feature that will enable you to surface/require properties depending on the value of another property. This logic will be triggered when users make edits to properties across the CRM - specifically, in the ‘create record’ form, on the record page, and on the index page. If a property is required, users will not be able to save their changes until the required property has been filled.
Separately, we are also in private beta for a feature called Conditional Property Options. This feature enables admins to specify which options are shown for a property depending on the value selected for another property. During the initial beta period, this feature will only be enforced in the ‘create record’ form: When a user creates a record, they will be prevented from saving the new record if an incorrect option is selected based on the admin’s configuration.
Both features are available for all Hubs, Professional+ subscription. Your Customer Success Manager can request access to either beta on your behalf. We plan to moving these features to public beta in the near future based on usage and customer feedback, at which point customers will be able to opt in themselves. Thank you all for your feedback!!
@rwebb1 We are desparate to have this conditional logic available on the contact & company level. For example on a contact in order to change a lead status, it cannot be saved unless specific fields are filled in. This is available on the deal level but not contact and is SO integral to keeping our business organized and learning why we are losing contacts that are not converting to deals. Thanks!
