Field Dependencies for Contact Properties

I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly.

 

For example, I would only want certain fields to be editable against a contact record if another field against the contact had a certain value.

 

Thanks!

Steve

HubSpot updates
Field Dependencies for Contact PropertiesHubSpot Moderator
Aug 30, 2019

Hey HubSpot Community! Dylan from the HubSpot Product Team here.


I found this post via @ChrisHiggins ' awesome post on an INBOUND wishlist

Transparently, this isn't something you'll be seeing this year at INBOUND. However, I really appreciate all of the input and suggestions on this post thus far. "Dependent properties" as we call them, are firmly on our radar. However, we've identified a few higher-priority improvements to be made to properties before we get around to building dependent properties. 

In the coming weeks, you'll start to see a beta version of properties that will ideally set the stage for us to include "Dependent Properties" in the future. Stay tuned, this is certainly on our minds as well.

 

- Dylan 

Field Dependencies for Contact PropertiesHubSpot Moderator
Oct 3, 2018

We should also have this feature in other types of records i.e. to have dependent Company and Deal properties.

51 Replies
New Contributor

YES! Anybody who works in a non-veritcal industry needs different sets of criteria to qualify prospects of different types.  We end up with tons of non-applicable fields for both contacts and companies, which could easily key off of a "type" selection.

Occasional Contributor

Any update if this is in the works at all. This would be super helpful. We have been requesting this since October 2015.

Regular Contributor

 I agree.  This is functionality that is available in almost every CRM I have worked in over the past 20 years. This is much needed from the user perspective in order to maintain good user experience and adoption/usage.

Esteemed Contributor

We need the same here but not only for contact properties, we need the same for deal and company properties. Could you please update the title?

 

This is standard feature. How can it not be in Hubspot?

New Contributor

Please HUBSPOT!! Please add this! It is a basic marketing automation function and it is desperately needed!

Regular Contributor

Agreed.  As well as the ability to create custom look-up fields.   For example, on a deal, I want to be able to have a look-up field for the "Vendor sales rep" that is also a contact in HS.   

Regular Contributor

Agreed, this would help. 

New Contributor

This would greatly simplify some picklists in my flow. To me, simplifying things and sending my team down the right funnel is crucial.

Occasional Contributor | Gold Partner
Occasional Contributor | Gold Partner

This is an absolute must-have in the CRM. We have clients that want to move to Sales Pro and fully use the CRM, but this is a hang up. We need to be able to add dependent fields and set whether they are required for contacts, companies and deals. One use is case is working with channel partners. We have direct sales deals and then deals where a channel partner is involved. When a channel partner is involved, we need a dependent field that prompts the sales user to select the appropriate channel partner on the deal. 

New Contributor

Folks at HubSpot -- will this be implemented anytime soon??  Thanks!

Regular Contributor

Yup also needed here. 

 

Unfortunately, TRUST NO ONE, especially not colleagues with field values that should be conditional or dependent!

 

(You can do it in SF but not HS - boo)

New Contributor | Gold Partner
New Contributor | Gold Partner

Sure, this is something that we need ASAP. I´ve been waiting for this more than a year.

New Contributor

Status?

New Contributor

Would be nice to have this functionality to make internal process more clear.

New Contributor

HubSpot - please add this feature!!

 

It's such a basic feature in other CRM's, that should be easily implementable across Contacts, Companies and Deals.

New Contributor

Yes! This feature would be greatly appreciated! The feature of a multi-level dropdown or multi-level checkbox is something that would be implemented in a lot of marketing AND sales scenarios and situations.

New Contributor

Yes dependent properties would be very helpful and are standard in other CRM's

New Contributor | Gold Partner
New Contributor | Gold Partner

Would be great to do this with the Lead Status property. For example, if a user's Lead Status is equal to Unqualified the sales representative should be forced to fill out a property explaining the reason why the user wasn't good. 

Regular Contributor

...yes, exactly... this is what we do on Salesforce... Lead Status = Nurture means mandatory nurture reason, Disq means mandatory reason... and plenty more. This is the showstopper for me supporting using Hubspot CRM in our organization even though I am the "Hubspot guy". I know that withuot conditional fields data quality will collapse.

 

 

HubSpot Moderator
HubSpot Moderator

We should also have this feature in other types of records i.e. to have dependent Company and Deal properties.