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!

55 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. 

DHill5
Participant

Desperately need this for playbooks to be truly effective as a discovery tool.