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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!
The rollout is for property based conditional logic. It does not include section based conditional logic nor if/then branching.
Ifconditional sections or if/then logic branching is what you're looking for,I'd love to learn more! That isn't possible in current Playbooks given the way it was built so my team is activelyexploring a new featurewe're calling Process Guides for enforcing process in HubSpot. A big part of this feature will be conditional sections / steps and multi-step flows.
We're gathering input from customers on what the top processes they care about are. Check outthe loom linked in this survey to see a demo of an early proof of concept and and help us out byfilling out the survey by Dec 15th, 2024!
The survey is open to any HubSpot customer or prospect.This data will help us decide if we're can move ahead with this project, so please help us out by filling out the survey!
This would be a very valuable feature, the whole purpose of a playbook it to capture the relevant information - it doesn't make sense to include every single field option every single time if we could simply select what the theme is and display relevant questions (basically the same functionality that's already supported for dependent object fields).
Definite +1 for adding conditional logic for Playbooks (like if/then branching). We have customers who request different services, and those services require different input information that our reps need to gather from the customer.
I don't understand why this is not already a thing when it is in other features. Especially with calls, the conversation can go in so many directions. We should be able to choose conditions and prompts if answered a specific way. The fact that this isn't an option is making our process 1000000x more time consuming and complicated!!
This would be really helpful. We also have clients who require different products, which have multiple stages of additional dependants. Below is a basic example of what I mean:
Product brand
Option one
Sub-option
Brand A
Brand A, option one
Brand A, option one, sub option one
Brand A, option one, sub option two
Brand A, option two
Brand A, option two, sub option one
Brand A, option two, sub option two
Brand A, option two, sub option three
Brand B
Brand B, option one
Brand B, option one, sub option one
Brand B, option two
Brand B, option two, sub option one
Brand B, option two, sub option two
Brand B, option two, sub option three
This is a very basic level. The options and sub-options can total hundreds and if someone is filling out a playbook and has to search through hundreds of options in one go, there is huge room for error.
This would be very helpful. I use playbooks as walk-throughs, so allowing sales people to bypass questions based on pervious answers would really streamline this. Also if we could link playbooks to one another, ie if a sales meeting goes well, I would like to be able to send someone directly from the contact playbook to the corresponding deal playbook.
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