How to Set Up Conditional Property Options in Hubspot

Configuring conditional property options in Hubspot helps you show smarter, context-aware dropdown values to users based on their previous selections, which keeps your CRM data clean and more reliable.

This guide walks you through how conditional options work, when you can use them, and the exact steps to configure them in your account.

What Are Conditional Property Options in Hubspot?

Conditional property options let you display different sets of options in one dropdown field depending on what a user selected in another related field.

For example, if a user chooses a country, you can then show only the relevant states or regions linked to that country. This reduces clutter, prevents invalid combinations, and makes data entry faster.

Key benefits of conditional options in Hubspot

• Cleaner CRM data by preventing mismatched selections.
• Faster form completion because users only see relevant choices.
• More accurate reporting and automation based on structured, dependable values.
• Simpler user experience for sales, service, and marketing teams.

You configure conditional options directly in the property settings. Once configured, they apply wherever that property appears, including records, forms, and other tools.

Where Conditional Options Work in Hubspot

Conditional property options are supported only for specific types of properties and objects in Hubspot. Understanding these limits will help you plan your data model correctly.

Supported property field types

Conditional options can only be created for properties that use selectable list formats. Typically, this includes:

• Dropdown select
• Multiple checkboxes
• Single checkbox groups or radio-style options (depending on the exact property configuration)

Text fields, number fields, dates, and similar non-list fields cannot use conditional options.

Supported objects in Hubspot

You can generally use conditional options on the major standard objects, such as:

• Contacts
• Companies
• Deals
• Tickets

Depending on your subscription level and configuration, you may also be able to apply conditional options to certain custom objects, but they must use supported property field types.

Limitations to keep in mind

• Conditional options only work between compatible properties (for example, a controlling property and a dependent property that both use option-based values).
• They only affect the choices visible to users; they do not change property types or existing stored values.
• You must define the mapping from each parent option to its allowed child options manually.

How Conditional Options Work in Hubspot

Before configuring anything, it is useful to understand the basic logic behind conditional property options in Hubspot.

Parent and child property relationship

Conditional properties operate as a parent–child relationship:

• Parent property: The first property the user selects. Its value controls which options are allowed in another property.
• Child property: The property whose available options change based on what is chosen in the parent property.

When the value of the parent field changes, Hubspot automatically filters the list of options that appear in the child field to only those you have mapped to that parent value.

Example of a conditional setup

Imagine two properties:

• Region (parent)
• Country (child)

You might configure the relationship like this:

• If Region = North America, show only United States, Canada, Mexico as Countries.
• If Region = Europe, show only France, Germany, Spain, Italy, and other European countries.

Users never see the full list of all countries at once; they only see the values relevant to the region selected.

How to Set Up Conditional Property Options in Hubspot

Follow these steps to configure conditional property options in your Hubspot settings. You must have permission to edit properties in your account.

1. Open property settings in Hubspot

1. Log in to your Hubspot account.
2. In the main navigation, go to Settings.
3. In the left sidebar, navigate to the section for Properties.
4. Select the object whose properties you want to edit, such as Contacts, Companies, Deals, or Tickets.

You will now see a list of available properties for that object.

2. Choose or create the parent property

1. Find the property that will serve as your parent (controlling) field, or create a new one.
2. Ensure the field type is a supported option-based type such as a dropdown select or checkbox group.
3. Edit the property if needed to confirm all parent options you plan to use (for example, add all regions or categories you need).

The parent property does not need any special flag to control another property, but its options must be finalized so you can map them correctly.

3. Create or edit the child property in Hubspot

1. In the same object, locate the property that will act as the child field, or create a new property.
2. Choose a supported list-type field such as a dropdown or multiple checkboxes.
3. Add all potential child options you might need across all parent scenarios, not just for a single case.

The child property holds the full universe of possible values. Later, you will connect each subset of those options to the matching parent value.

4. Configure conditional options

1. Open the child property in edit mode.
2. Locate the settings area for Conditional options or similar labeling (this resides within the property editor interface).
3. Select the parent property that will determine which options should appear in this child field.
4. For each value of the parent property, choose which options from the child list should be available.

You typically do this with a matrix or mapping interface where each row represents a parent option and each column represents a child option.

5. Save changes and test in Hubspot

1. Save your property configuration.
2. Open a record for the relevant object (e.g., a contact record).
3. Set a value for the parent property.
4. Click into the child property and verify that only the mapped options appear.
5. Change the parent property value and confirm that the available options in the child property update accordingly.

If any expected options are missing or incorrect, return to the property editor and adjust the mappings.

Best Practices for Conditional Properties in Hubspot

To keep your configuration scalable and easy to maintain, follow these guidelines while working with conditional property options in Hubspot.

Plan your data model first

• List out all fields that should operate as parent and child properties.
• Standardize labels for options, such as region names, product families, or lifecycle stages.
• Confirm which teams will use each property so you avoid duplicate or overlapping fields.

Keep option lists manageable

• Avoid extremely long child option lists; break them into multiple related properties if needed.
• Use clear, human-readable labels for options so users know exactly what to pick.
• Periodically review unused options and remove or merge them to simplify the interface.

Document your Hubspot configuration

• Create an internal document listing each conditional relationship (parent property, child property, and their mappings).
• Share this documentation with admins, operations, and team leads who manage processes.
• Update the document whenever you add, rename, or remove options so your configuration stays synchronized.

Test conditional logic before deploying widely

• Use test records to check every combination of parent options.
• Validate that forms, record views, and any automation depending on these properties work as expected.
• Train end users with short examples of how the conditional dropdowns behave so they understand the new experience.

Additional Hubspot Resources

For the most accurate and up-to-date instructions from the platform itself, review the official documentation on conditional property options in Hubspot here: Hubspot conditional property options documentation.

If you need strategic help designing your overall data structure, automation, or CRM processes around these features, you can explore expert consulting services at Consultevo.

By carefully planning your parent and child properties and configuring conditional options correctly, you will make Hubspot easier to use for your teams while significantly improving the quality and consistency of your CRM data.