HubSpot should allow admins to define a different set of required properties based on the pipeline a deal or ticket is created in. This will help ensure tha tthe correct data is being added to the CRM.
Example: For deals created in pipeline A - require "deal amount" to be populated For deals created in pipeline B - require "local currency" to be populated
Hi all! I'm marking the original idea as "delivered" since "Require specific deal properties based on pipeline" has been rolled out.
Separately, we have another update to conditional logic functionality in beta. This beta allows you to add conditional logic for properties with defined options (enumerated properties) to the 'Create record' form for contacts, companies, deals, tickets, and custom objects. It also allows for configuration of the display order of dependent properties (rather than alphabetically). Please fill out this form or reach out to your CSM if you're interested in participating in the beta (Pro subscription required), we'd much appreciate your feedback. If you reach out to your CSM, the name of the feature is 'Add conditional logic to the Create Record form.'
Hi everyone! The feature "Customize 'Create record' form by pipeline" is in public beta, which means that customers can opt themselves in under Product Updates > Betas. Note that it is Pro+, all hubs.
If you have feedback about this feature or related functionality you'd like to see, please fill out this form. We're actively looking for input to shape our roadmap and may reach out to respondents with follow-up questions. Thank you in advance!
👋Hi all! An update for you - we are now in private beta for a feature that will enable you to customize the ‘Create record’ form by deal, ticket, or custom object pipeline. This means that different properties will be displayed on the ‘Create record’ form depending on which pipeline a user selects.
Your CSM can request access to this beta on your behalf. We plan to move this feature to public beta in the near feature based on usage and customer feedback, at which point customers will be able to opt in themselves. Thank you all for your feedback!!
Hi all, this functionality is now in design research! It was a long road to get to this stage - thanks for your patience during the lengthy radio silence.
We've cooked up several options for this functionality. Now it would be great to get input from you on what works best. If you'd be interested in sharing feedback on early prototypes, please fill out this questionnaire. Thank you in advance for your time!!
Hey all, I'm Jeff from the CRM Product team. Don't blame @Dylan for the radio silence - blame me!
Happy to share that we are working towards support for this. There are several hurdles in our way to doing it right, we'll deliver it when it's ready.
We don't have an idea status that properly covers this stage, but it's gone beyond planning. It's on the list, and I'm looking forward to bringing it to you in the future.
Still cannot offer a firm timeline, I hope you'll understand at this point predicting a release date is not possible. Please keep the use cases and requests coming. Thank you all!
I wanted to post a quick update on the status of this idea.
As of right now, we do not have an ETA for delivering this functionality. We have a good understanding of the pain you all experience by not having this functionality and absolutely plan to address this idea. In fact, it's been something we've had several lengthy discussions about internally. The solution we're considering at this time is rooted in a significant change to our platform - allowing all properties (in this case, deal pipeline) to have other properties that are required depending on the original property chosen. It is certainly possible we take a more short-term approach to solve this specific problem, but at this stage our efforts are focused on higher impact updates to the HubSpot CRM overall.
Your continued feedback is very helpful for our team to prioritize this idea, so keep the use-cases and comments coming! Either myself or a member of our team will update this idea once we have a better idea on delivery + timing specifics.
Thank you as always for your continued input, it helps us build a better product.
Hey @carldavies1 - thank you for following up! We haven't made any significant progress on this quite yet, but it's something we're working towards with a series of other changes (like dependent properties for all objects and properties) with the hope that we can solve several big issues in a single release.
I don't have any clarity on timing there, but it's certainly something on our minds and being discussed. I'll follow up on this issue as soon as we have some progress...and likely will reach out personally for some input on our concepts!
This would be an awesome feature to have!! The part 1 portion from the initial thread on this topic has helped us but it would be even better if we could set default fields based on Pipeline.
Thank you for your continued efforts! We can't wait to see this implemented!
Very basic feature and it is a pity that is not available yet. This is very important when you sell different product types and across different industries. Please work on it asap!
@Dylan - thanks for raising this. Does the feature request have inclusive, the ability to show different properties on creating a new deal record based on the pipeline.
Great example using Sales Pro - we have three pipelines based on three different very different products/sales cycles - they share some common deal properties of course, but each product has a swathe of its own deal properties as they are specific to the product we sell.
Currently it is not possible to exclude any fields for any one of the pipelines, so if you're a end user, you are forced to trawl through the properties of all products when creating a deal record.
Hope that makes sense, be great to hear your thoughts, Carl.
An incredibly important feature, as many of us, have different product lines that map to different pipelines and properties. Should be a priority, please!!!
I would like to have a pipeline that is very different with totally different requirements.
Think of what you would need for a startup 1. a Sales Pipeline about potential customers vs 2. keeping track of potential investors that will fund your operation and where you want to understand their portfolio, funding strategy etc as part of th deal. Totally different and custom fields.
I could add those fields to all pipelines but that would be a nightmare for those in sales and doing lead generation.
Hi - upvoting this. Need the users to fill different fields while creating deals under different pipelines. At the moment, there is only a global feature that allows same fields across all pipelines while creation.
@Dylan - is there any progress on this since your Jan 4th post? Has it moved past the threshold to move it into product development yet? It is really does alienate a lot of end users, and makes Deals way more complex than they need to be.
Hey @carldavies1 - thank you for following up! We haven't made any significant progress on this quite yet, but it's something we're working towards with a series of other changes (like dependent properties for all objects and properties) with the hope that we can solve several big issues in a single release.
I don't have any clarity on timing there, but it's certainly something on our minds and being discussed. I'll follow up on this issue as soon as we have some progress...and likely will reach out personally for some input on our concepts!
Great, thanks for the update @Dylan - I will happily provide the inputs needed and talk it through with you, feel free to contact me any time. Looking forward to the future, and I appreciate your efforts.
Having worked in software development these last 10 years im happy to see this forum actually working (even if slowly) since so often dvelopment forums are never looked at. Should you need more detailed input @Dylan than happy to provide.
Another upvote for this! This will be so valuable for my team, who manages multiple processes in hubspot with little overlap in terms of the properties used.
Just wanted to add fuel to the fire! This is definitely something that would help me right now... tbh I'm a little shocked that it's not already been put into play OR had been part of HubSpot already, seems like one of those fundamental type things really. Is there any update on timeframe?
YES! I was just surprised to learn this wasn't already a feature! If you're going to allow for different deal stages per pipeline, it makes natural sense that there will likely be a different set of properties for that pipeline as well.
PLEASE move this feature up!! You pick the pipeline you're working on (like when you set stages) and then adjust the required properties. THANK YOU!
