Tips, Tricks & Best Practices

MiaSrebrnjak
Gerente da Comunidade
Gerente da Comunidade

Custom 'Create Deal' Form for Different Sales Pipelines

resolver

Hi dear Community, 

 

This post is related to the following feature request in our Ideas forum: 

Screenshot 2023-09-21 at 21.03.13.png

 

We wanted to provide more visibility to @DeKoning's solution that he shared in the Idea's thread: 

 

"Seems like the "Add Pipeline Logic" feature has solved this issue for Pro and Enterprise Sales Hub Users. We've been using it at Raka. Here is more info on the Knowledge Base."

 

MiaSrebrnjak_0-1695323189828.gif

 

 

Thank you @DeKoning! 🙂 

 

Mia, 

Community Team 

 


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3 Solução aceitas
DeKoning
Solução
Colaborador(a) | Parceiro Diamante
Colaborador(a) | Parceiro Diamante

Custom 'Create Deal' Form for Different Sales Pipelines

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@Amanda_FUNYL, It's in settings>deals>setup>customize create deal form. 

You can likely use the url below but replace your HUB ID number where it says "insertyourhubIDhere"

https://app.hubspot.com/object-manager-settings/insertyourhubIDhere/creator-editor/0-3

 

The UX design has changed slightly since I made that brief video above. Here is a new new one. Hope that is helpful! Feel free to reach out if I or Raka can help some more!

 

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DeKoning
Solução
Colaborador(a) | Parceiro Diamante
Colaborador(a) | Parceiro Diamante

Custom 'Create Deal' Form for Different Sales Pipelines

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christinephu
Solução
Colaborador(a)

Custom 'Create Deal' Form for Different Sales Pipelines

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Here's a ~2min showing the double conditional logic (which would be the same steps for doing conditional pipelines):

https://vimeo.com/866495856/bcb4b26aaf

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13 Respostas 13
JSPrenovost
Participante

Custom 'Create Deal' Form for Different Sales Pipelines

resolver

Hi,

The conditional logic feature does not solve the issue. I want different property logic applied per pipeline(or any property in the form for that matter). Call it a "branched logic" function like in the workflows. You could select if properties are always included(independant) or part of a branched logic (dependant).

NKita
Participante

Custom 'Create Deal' Form for Different Sales Pipelines

resolver

@DeKoning this solution gives us possibilty to add fields using logic to customize form for the pipeline. but I cannot delate any field from the default view that I do not need for specific pipeline? as this will change all pipelines?

EKraaijenzank
Participante

Custom 'Create Deal' Form for Different Sales Pipelines

resolver

Would it be possible to add different default values for the deal creation form based on which pipeline the deal creation form is accessed from?

christinephu
Solução
Colaborador(a)

Custom 'Create Deal' Form for Different Sales Pipelines

resolver

Here's a ~2min showing the double conditional logic (which would be the same steps for doing conditional pipelines):

https://vimeo.com/866495856/bcb4b26aaf

RFransway
Participante

Custom 'Create Deal' Form for Different Sales Pipelines

resolver

This is great and very helpful! @hubspot it would be great to be able to add futher conditions of what we don't want on a form. Please reach out if you have questions. 

0 Avaliação positiva
Amanda_FUNYL
Participante | Parceiro
Participante | Parceiro

Custom 'Create Deal' Form for Different Sales Pipelines

resolver

Thank you for the video @christinephu. However, I mean if I wanted to make all the fields conditional under each pipeline (the pipelines will need totally different information for most of the fields) I can't do a conditional logic inside the conditional logic. I have some conditional logic already in place with fields that will have to be nested inside.

DeKoning
Colaborador(a) | Parceiro Diamante
Colaborador(a) | Parceiro Diamante

Custom 'Create Deal' Form for Different Sales Pipelines

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In theory, I would agree @Amanda_FUNYL. You just need to add the property used in the logic step to the form first.

0 Avaliação positiva
christinephu
Colaborador(a)

Custom 'Create Deal' Form for Different Sales Pipelines

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@Amanda_FUNYL if I'm understanding you correctly, you could do double conditional logics. For example, I can have conditional logic by Pipeline and by Business Unit. However, those logics would be independent of each other. 

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DeKoning
Colaborador(a) | Parceiro Diamante
Colaborador(a) | Parceiro Diamante

Custom 'Create Deal' Form for Different Sales Pipelines

resolver

Try selecting "+add logic" then set the filter to be the pipeline you want, @Amanda_FUNYL. You could then create custom forms for each pipeline. In our scenario on the video, we only had logic set for two groups of pipelines.

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Amanda_FUNYL
Participante | Parceiro
Participante | Parceiro

Custom 'Create Deal' Form for Different Sales Pipelines

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@DeKoning ah ok so we can't set it by Pipeline anymore? It seems that it's not a catch all now and we can't do double conditional logic. I already have one Pipeline that has conditional fields on a few of the properties that are required. I was hoping to have the ability to apply different logic to each pipeline.

DeKoning
Solução
Colaborador(a) | Parceiro Diamante
Colaborador(a) | Parceiro Diamante

Custom 'Create Deal' Form for Different Sales Pipelines

resolver
DeKoning
Solução
Colaborador(a) | Parceiro Diamante
Colaborador(a) | Parceiro Diamante

Custom 'Create Deal' Form for Different Sales Pipelines

resolver

@Amanda_FUNYL, It's in settings>deals>setup>customize create deal form. 

You can likely use the url below but replace your HUB ID number where it says "insertyourhubIDhere"

https://app.hubspot.com/object-manager-settings/insertyourhubIDhere/creator-editor/0-3

 

The UX design has changed slightly since I made that brief video above. Here is a new new one. Hope that is helpful! Feel free to reach out if I or Raka can help some more!

 

Amanda_FUNYL
Participante | Parceiro
Participante | Parceiro

Custom 'Create Deal' Form for Different Sales Pipelines

resolver

@DeKoning Where is "Add Pipeline Logic" located at? I have looked everywhere and I cannot locate it.

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