Sales Hub Tools

Monjogard
Participant | Partenaire solutions Elite
Participant | Partenaire solutions Elite

Field dependencies in Playbooks

Résolue

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 Solution acceptée
Monjogard
Solution
Participant | Partenaire solutions Elite
Participant | Partenaire solutions Elite

Field dependencies in Playbooks

Résolue
0 Votes
60 Réponses
WinnieHien
Équipe de développement de HubSpot
Équipe de développement de HubSpot

Field dependencies in Playbooks

Résolue

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
Contributeur de premier rang | Partenaire solutions
Contributeur de premier rang | Partenaire solutions

Field dependencies in Playbooks

Résolue

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


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HubSpot Enthusiast | Certified Implementation Specialist
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SkeeStylus
Contributeur de premier rang | Partenaire solutions
Contributeur de premier rang | Partenaire solutions

Field dependencies in Playbooks

Résolue

@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 Votes
Monjogard
Solution
Participant | Partenaire solutions Elite
Participant | Partenaire solutions Elite

Field dependencies in Playbooks

Résolue

Now in beta!!

Screenshot 2024-11-21 at 14.50.39.png

0 Votes
TDeGuzman
Participant

Field dependencies in Playbooks

Résolue

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

0 Votes
DHill5
Participant

Field dependencies in Playbooks

Résolue

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

0 Votes
ErikaJ
Participant | Partenaire solutions Diamond
Participant | Partenaire solutions Diamond

Field dependencies in Playbooks

Résolue

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 Votes
Courtney_Clark
Participant

Field dependencies in Playbooks

Résolue

Developers... please work on this. 🙂

0 Votes
BBellon
Participant

Field dependencies in Playbooks

Résolue

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

0 Votes
SkeeStylus
Contributeur de premier rang | Partenaire solutions
Contributeur de premier rang | Partenaire solutions

Field dependencies in Playbooks

Résolue

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 Votes
MRuff4
Participant

Field dependencies in Playbooks

Résolue

+1

0 Votes
McBainKD
Contributeur

Field dependencies in Playbooks

Résolue

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

0 Votes
Dr_Aur
Participant

Field dependencies in Playbooks

Résolue

We need this !!!!

0 Votes
JMannessen1
Participant

Field dependencies in Playbooks

Résolue

+1 Would be great and usefull! 

0 Votes
lauragil
Participant

Field dependencies in Playbooks

Résolue

Is this feature on the roadmap?

0 Votes
AdminEpicDanta
Participant

Field dependencies in Playbooks

Résolue

This is 100% needed. 

0 Votes
LauGil
Participant | Partenaire solutions Gold
Participant | Partenaire solutions Gold

Field dependencies in Playbooks

Résolue

This is necesary! 

0 Votes
Brandon7051
Participant

Field dependencies in Playbooks

Résolue

Definatley need this feature as other Form companies do. 

0 Votes
CSic
Contributeur

Field dependencies in Playbooks

Résolue

+1

0 Votes
MdeWit9
Participant | Partenaire solutions Diamond
Participant | Partenaire solutions Diamond

Field dependencies in Playbooks

Résolue

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

0 Votes