HubSpot Ideas

Monjogard

Field dependencies in Playbooks

Would be very useful with some smartness to questions in Playbooks (similar to dependent fields in HubSpot forms), e.g. ff answer is  X on question 1, show question 1B, otherwise move on to question 2.

 

A Playbook can become quite tedious for a sales rep to scroll through when not all questions are relevant to the conversation.

 

Also great if a Playbook could update properties on multiple objects within the same Playbook. Now a feature!

54 Replies
MdeWit9
Member | Diamond Partner

Need this too. A prospect is currently using Typeform €300/year) and is able to use dependancies in their playbook form questions. 

CSic
Contributor

+1

Brandon7051
Member

Definatley need this feature as other Form companies do. 

LauGil
Participant | Gold Partner

This is necesary! 

AdminEpicDanta
Member

This is 100% needed. 

lauragil
Participant

Is this feature on the roadmap?

JMannessen1
Member

+1 Would be great and usefull! 

Dr_Aur
Member

We need this !!!!

McBainKD
Contributor

+1 just came across the need for this today!!

MRuff4
Member

+1

SkeeStylus
Contributor | Partner

We can do this in qualifying leads on chatbots and would be helpful to have branching logic in playbooks.

BBellon
Participant

Playbooks are a very cool feature but practically useless without conditional questions.

Courtney_Clark
Participant

Developers... please work on this. 🙂

ErikaJ
Participant | Diamond Partner

Absolutely critical to making playbooks worth using for live scenarios. When trying to convert a series of Yes or No questions into a playbook, it's difficult for teams to navigate where they should go next when they have to search through the playbook for the correct next step.