Conditional properties in playbooks

[Edyta7510]

Hey, 

I use playbooks for deal qualification. The answer to each question is then updating the specific properties. I wanted to introduce some conditional properties. Ie: is this prospect using a competitor's solution? YES/NO => If yes, open a dropdown menu with a list of competitors. 

I don't seem to be able to do this inside a playbook = if I include a question that corresponds to that first property, it won't trigger a second property. 

Let me know if this is just how playbooks work or I'm missing any option. 

Thanks

[HFisher7 · Accepted solution]

@Edyta7510 - This functionality is not currently available in playbooks, though there is an idea submitted here for it which you can up-thumb to follow the progress of. 

It is possible to have conditional properties within the Create record form or CRM record left sidebar, which may solve your issue for now. More info linked here. 

[WinnieHien · Accepted solution]

Hi, I'm Winnie the Playbooks PM. We just went into Private Beta with Conditional Properties in Playbooks this week. It allows for dependent fields or conditional property options in Playbooks. 

The rollout is for property based conditional logic. It does not include section based conditional logic nor if/then branching.  

If conditional 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 actively exploring a new feature we'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 out the loom linked in this survey to see a demo of an early proof of concept and and help us out by filling 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! 

[JLeser4]

However, the left side bar is not completely clean. We really need conditionals in playbooks to make the tool really usefull. DDK

[Edyta7510]

Hi @HFisher7 , this is what I thought was the case. Thanks for confirming. I will use the record left sidebar indeed for this purpose. 

[HFisher7 · Accepted solution]

@Edyta7510 - This functionality is not currently available in playbooks, though there is an idea submitted here for it which you can up-thumb to follow the progress of. 

It is possible to have conditional properties within the Create record form or CRM record left sidebar, which may solve your issue for now. More info linked here.