Tips, Tricks & Best Practices

MiaSrebrnjak
Administrador de la comunidad
Administrador de la comunidad

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 

 


Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, indem du deine Spracheinstellungen änderst


Did you know that the Community is available in other languages?
Join regional conversations by
changing your language settings

3 Soluciones aceptadas
DeKoning
Solución
Colaborador | Partner nivel Diamond
Colaborador | Partner nivel Diamond

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!

 

Ver la solución en mensaje original publicado

DeKoning
Solución
Colaborador | Partner nivel Diamond
Colaborador | Partner nivel Diamond

Custom 'Create Deal' Form for Different Sales Pipelines

resolver
christinephu
Solución
Colaborador

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

Ver la solución en mensaje original publicado

0 Me gusta
11 Respuestas 11
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?

0 Me gusta
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?

0 Me gusta
christinephu
Solución
Colaborador

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

0 Me gusta
Amanda_FUNYL
Participante | Partner
Participante | Partner

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 | Partner nivel Diamond
Colaborador | Partner nivel Diamond

Custom 'Create Deal' Form for Different Sales Pipelines

resolver

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

0 Me gusta
christinephu
Colaborador

Custom 'Create Deal' Form for Different Sales Pipelines

resolver

@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. 

0 Me gusta
DeKoning
Colaborador | Partner nivel Diamond
Colaborador | Partner nivel Diamond

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.

0 Me gusta
Amanda_FUNYL
Participante | Partner
Participante | Partner

Custom 'Create Deal' Form for Different Sales Pipelines

resolver

@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.

0 Me gusta
DeKoning
Solución
Colaborador | Partner nivel Diamond
Colaborador | Partner nivel Diamond

Custom 'Create Deal' Form for Different Sales Pipelines

resolver
DeKoning
Solución
Colaborador | Partner nivel Diamond
Colaborador | Partner nivel Diamond

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 | Partner
Participante | Partner

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.

0 Me gusta