Set up conditional logic for enumeration properties

Use conditional property logic to define when additional properties should display or require a value based on user input. Logic can only be applied to enumeration properties (e.g., dropdown select, single checkbox) and is enforced anywhere users manually create or update records. Using conditional logic helps standardize data entry, reduce missing information, and maintain consistent records. 

For example, you can set up logic to require the Mobile phone number property once a contact's value for Preferred communication method is set to Text.

Please note: any previously set conditional logic (i.e. conditional stage logic and Create record form conditional logic) will now be enforced when manually creating or editing records on desktop or mobile from a record or object index page, in the HubSpot Sales extension, and in playbooks. Create record form conditional logic will also be automatically added to the Conditional property logic tab in the property settings, where it can be edited.

Add conditional logic

To set up new logic:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Properties.
3. Click the Select an object dropdown menu, then select Contact, Company, Deal, Ticket, or [Custom object] properties.
4. Click the Conditional logic tab.
5. Click Create logic.
6. In the property logic editor:
   • Click the Controlling property dropdown menu, then select the property that will trigger conditional logic.
   • Click the Choose an option dropdown menu, then select the value that will cause additional properties to appear or become required when selected.

• In the Dependent properties section, click + Add property, then select the property.
• Select the Required checkbox to require a property. If a property is required, users cannot create or update the record until they set a value for it.
• Click and drag a property to reorder it. The properties will be displayed in this order when they appear in the create record form or when editing a record.
• In the upper right, click Save logic.

Use conditional logic for enumeration properties

Moving forward, the logic will apply when manually creating or editing record on desktop, on a record, the object home page, the HubSpot mobile app, or in the HubSpot Sales extension. The logic will not apply when editing records with other HubSpot tools, such as workflows.

For example, if you've set up logic to require the Employment role property when Employee is the contact's Employment Seniority, the dependent property will appear when setting the controlling property value in the below example scenarios. 

Manually creating a record

Editing the value on a record

Editing the value on an object index page

Editing the value within a playbook

Editing the value within the HubSpot mobile app

Screenshot from iOS app

Edit or delete existing conditional logic

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Properties.
3. Click the Select an object dropdown menu, then select Contact, Company, Deal, Ticket, or [Custom object] properties.
4. Click the Conditional property logic tab.
5. To edit existing logic:
   • Hover over the logic, then click Edit.
   • In the editor, update the controlling or dependent properties, then click Save logic to confirm your changes.
6. To delete existing logic:
   • Hover over the logic, then click Delete.
   • In the dialog box, click Delete to confirm.