This is a YouTube video titled "Sales Per Pipeline Requirements in HubSpot: Customize Your Deal Management" created on December 28, 2022. The content features a single speaker demonstrating new beta features in HubSpot that allow users to customize deal forms with pipeline-specific required properties and associations, aimed at improving deal management workflows.
Friends, I. I had to bring back the Santa hat and I had to reschedule some of my scheduled LinkedIn posts so I could make time for this one today. Because so many of you have asked for this very thing. And I've said, I think it's coming, but I don't know when. And now it's here. It's here before we all leave for the holidays. And I wanted to show you as soon as I could. So check this out. Here I am on a deal board, and when you create a deal, this little form pops out. And this has come a long way this year, right? Like if, if you change this to a stage that has required properties, those pop up here. That's great. You can now do associations and if you edit this form, you can make associations required, right? If we have to have a contact, if we have to have a company, if we want to display some of our custom objects here, we can do that. But what's the one thing you've all been asking for that has not been here so far? Per pipeline requirements. And look, look, this is a beta you have to opt into. I'll show you that in just a minute. But if you up here, add fields is now drop down and you can add pipeline logic. And if you do this, look, look, you add logic and you can select which pipeline, right? So if this is my basic pipeline, then we are, in addition to the properties that show here, we're going to add this one and that one. And how about this one down here? Right? And. And we're going to make a couple of these required, right? And we're going to add those so that now if pipeline is equal to basic pipeline, then we're going to show these conditional properties right here. Right? So let's check it out. Let, let's save this and let's go back to our deals and just see what this looks like. Right? So if we go back to our deals here. Wait for it. Right now I'm in my basic pipeline. So let's, let's try a different one. Let's look at default pipeline. I'm so creative at naming these. Let's look. So here are the ones we set up for all of them, right? And we're seeing, ooh, these are required, just like I said. Great. But let's change the pipeline. Let's. Let's go to basic pipeline. It worked. They popped up here. You can, per pipeline now have requirements. So real quick, let me just show you that this is under product updates in the betas. It's this one right at the top that I just opted myself into. Customize, create record form by Pipeline. It's now here. Hope you enjoy it. Hope you see this before you leave for the end of the year. Hope you're gonna use this, all these features a lot in 2023. It's gonna make your deal management so much better. Let me know what you think. Let me know if you have any questions.
