HubSpot Ideas

SteveJenns

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
In Planning
July 12, 2022 06:50 AM

Hi folks,

I’m Shay Jones, the Product Manager on the CRM product team.

 

I'm happy to report that this Idea is now In Planning! Our team is actively researching and scoping out a solution for this feature.

 

The product development process is always filled with unexpected bumps and hurdles, so I can't give a timeline, but I am confident in saying we'll deliver this feature as soon as possible. If you are interested in giving feedback while we are in the research phase, please send me a message and we can set up some time to chat.

 

All updates will be relayed on this thread, so stay tuned!

 

Best,

Shay

Being Reviewed
December 14, 2021 09:45 AM

Hi folks,

I’m Shay Jones, the Product Manager on the CRM product team.

 

Thank you all for taking the time to submit, upvote, and comment on this Idea. We hear you loud and clear, and we agree that this functionality is important. We are currently evaluating if this Idea is feasible and, if so, how our team will implement it. 

 

Any news about this feature request will be relayed on this thread, so stay tuned!

-Shay

Not Currently Planned
May 13, 2021 09:01 AM

Hi all, Jeff from the CRM product team. This is a great idea. We will consider it for the future, but we're not working on it actively today.

Please keep the use cases input coming, we're reading every comment on this thread.

jeff

April 28, 2021 03:39 PM

Hey HubSpot community, I'm Jeff from the CRM product team.

 

I realize implementing this wish has taken much longer than anticipated - much longer than we expected as well. We believe what we're focused on right now is higher priority. Rest assured this has not left our list, and Dylan and I continue to read every comment left on here. No timeline update on this functionality at this time, hope to be back someday soon with more details.

 

jeff

Being Reviewed
April 10, 2020 03:04 PM

Hello HubSpot Community, 

Thank you as always for your continued feedback, it helps us build a great product.

We are constantly evaluating and re-evaluating our priorities and roadmap to deliver as much value to our customers as possible. Dependent properties are cetainly something we see a ton of value in. Based on the comments and use cases you all have listed, we are reviewing this request and its feasibility among other priorities on our roadmap. At this time I don’t have any details around timing or delivery, but thanks to the comments and votes on this post we’re actively looking into what it would take to solve this problem. 

August 30, 2019 08:08 AM

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 

246 Replies
kathycmiller
Member

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

estebanvelasco
Member | Diamond 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. 

auto_mate
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.

 

 

CasperOng
HubSpot Employee

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

JimHarris
Contributor

I agree.

 

This is very much needed for all the reasons already listed. 

 

My immediate use is on tickets. If a ticket was marked as Complaint Resolution of Sales Concession, I want to then prompt how much was the sales concession. 

ricardocici
Member

 Upvote for this!

 

We're having bigger problems specially with HubSpot Customer Success, because we can't categorize our Tickets and we can't get good reports.

 

Any other software (zendesk, freshdesk, desk) offers this.

grr
Member

Another upvote!

 

HS, please get this on.

kelseygalarza
Contributor | Diamond Partner

honestly can't believe this doesn't exist. Completely thought I just didn't know how to do it. Desperate for this!

TH21
Member

Surprised that it's been 18 months since initial query and this still doesn't exist. HubSpot please get on this, as creates multiple issues with erroneous data inputs and reporting output!

COReilly
Contributor

Can we at least get an update on this? 

agartner
Member

Please, HubSpot! We need this! 

Apsia
Member

It is really a need.

Apsia
Member

An example for the devs :

I would like to add a "properties" field "Technical Account Manager" on a Company contact that shows ONLY if another field "Project Status" value is at "RUN". This could be a lot easier to customize each contacts.

michmyint
Member

We need this desperately especially for a CRM for a business. Salesforce has it, can't understand why Hubspot doesn't. 

wiktorwarych
Member

This kind of logis would be very helpful for us for Company, Contacts and Deal properties!

alexluong1
Participant

Agreed. Needs to be done as soon as possible...  it is frustrating as the only "workaround" is to send easily ignored notifs to sales reps who are dealing with 100's if not 1000's of notifs daily

COReilly
Contributor

Still no update on this?

SimoneGatti
Participant

Please do it 

Bettinarf
Contributor

I'd like to have two properties that are interdependant. Let's say that I selet from the dropdownlist of a property one item; then another property is going to depend on the selection of the first one. eg.: I select a partner A and the next property only shows up the products that partner A has. So both properties are related and the second one only shows information depending on th selection done within the first property.

 

 

AGG
Participant

Great to see HubSpot is working on development requests, 4 years on a must have CRM option, just WOW.