Sales Hub Tools

Monjogard
Teilnehmer/-in | Elite Partner
Teilnehmer/-in | Elite Partner

Field dependencies in Playbooks

lösung

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!

1 Akzeptierte Lösung
Monjogard
Lösung
Teilnehmer/-in | Elite Partner
Teilnehmer/-in | Elite Partner

Field dependencies in Playbooks

lösung
0 Upvotes
60 Antworten
WinnieHien
HubSpot-Produktteam
HubSpot-Produktteam

Field dependencies in Playbooks

lösung

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! 

SkeeStylus
Stratege/Strategin | Partner
Stratege/Strategin | Partner

Field dependencies in Playbooks

lösung

@Monjogard where are you seeing this?  Clearly this is in Private Beta.  Mind sharing?  Event if its just the KB articel?


Small Juan Headshot HubSpot CommunityJuan C. Perez

HubSpot Enthusiast | Certified Implementation Specialist
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0 Upvotes
SkeeStylus
Stratege/Strategin | Partner
Stratege/Strategin | Partner

Field dependencies in Playbooks

lösung

@Monjogard is that a deep state private beta lol.  Because I don't see that.  Please share a link, even the KB article if you can. 


Small Juan Headshot HubSpot CommunityJuan C. Perez

HubSpot Enthusiast | Certified Implementation Specialist
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0 Upvotes
Monjogard
Lösung
Teilnehmer/-in | Elite Partner
Teilnehmer/-in | Elite Partner

Field dependencies in Playbooks

lösung

Now in beta!!

Screenshot 2024-11-21 at 14.50.39.png

0 Upvotes
TDeGuzman
Teilnehmer/-in

Field dependencies in Playbooks

lösung

Yes, similar to forms -- would love to be able to show/set a mandatory field depending on a response from another field.   

0 Upvotes
DHill5
Teilnehmer/-in

Field dependencies in Playbooks

lösung

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

0 Upvotes
ErikaJ
Teilnehmer/-in | Diamond Partner
Teilnehmer/-in | Diamond Partner

Field dependencies in Playbooks

lösung

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. 

0 Upvotes
Courtney_Clark
Teilnehmer/-in

Field dependencies in Playbooks

lösung

Developers... please work on this. 🙂

0 Upvotes
BBellon
Teilnehmer/-in

Field dependencies in Playbooks

lösung

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

0 Upvotes
SkeeStylus
Stratege/Strategin | Partner
Stratege/Strategin | Partner

Field dependencies in Playbooks

lösung

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


Small Juan Headshot HubSpot CommunityJuan C. Perez

HubSpot Enthusiast | Certified Implementation Specialist
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0 Upvotes
MRuff4
Teilnehmer/-in

Field dependencies in Playbooks

lösung

+1

0 Upvotes
McBainKD
Mitwirkender/Mitwirkende

Field dependencies in Playbooks

lösung

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

0 Upvotes
Dr_Aur
Teilnehmer/-in

Field dependencies in Playbooks

lösung

We need this !!!!

0 Upvotes
JMannessen1
Teilnehmer/-in

Field dependencies in Playbooks

lösung

+1 Would be great and usefull! 

0 Upvotes
lauragil
Teilnehmer/-in

Field dependencies in Playbooks

lösung

Is this feature on the roadmap?

0 Upvotes
AdminEpicDanta
Teilnehmer/-in

Field dependencies in Playbooks

lösung

This is 100% needed. 

0 Upvotes
LauGil
Teilnehmer/-in | Gold Partner
Teilnehmer/-in | Gold Partner

Field dependencies in Playbooks

lösung

This is necesary! 

0 Upvotes
Brandon7051
Teilnehmer/-in

Field dependencies in Playbooks

lösung

Definatley need this feature as other Form companies do. 

0 Upvotes
CSic
Mitwirkender/Mitwirkende

Field dependencies in Playbooks

lösung

+1

0 Upvotes
MdeWit9
Teilnehmer/-in | Diamond Partner
Teilnehmer/-in | Diamond Partner

Field dependencies in Playbooks

lösung

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

0 Upvotes