The Ultimate Guide to Customizing HubSpot Record Views with Conditional Logic

TL;DR: A major HubSpot update just went live that gives Super Admins the ability to conditionally display any card or tab across all three columns of CRM records. It’s a huge leap forward in customizing the CRM experience for different teams, pipelines, and record types — and a perfect moment to revisit best practices for optimizing record views.

Whether you're a Super Admin customizing layouts or an everyday user wondering why your view looks different from someone else's, this guide will walk you through what’s possible now, what’s always been possible, and how to build record layouts that actually work for your team.

🚨 What’s New? A Quick Overview

HubSpot now allows conditional display logic across all record columns — left sidebar, middle column (tabs), and right sidebar.

That means you can:

✅ Show or hide entire cards or tabs based on property values

✅ Tailor views by team, pipeline, lifecycle stage, or object type

✅ Minimize clutter and reduce cognitive load

✅ Help your team focus on just the info they need

Use case examples:

• Only show “Student Details” if a contact is marked as a student
• Display contract fields only for Enterprise-level deals
• Show an “Implementation Notes” card only if a deal is past the proposal stage
• Create unique views for Marketing vs. Admissions vs. Sales

This update finally lets Super Admins mix and match conditional logic and team-based views — something that wasn’t possible before. Until now, it was very either/or.

👉 View the full product update here

👉 HubSpot's Knowledge Base article on customizing records

Why This Matters

If you’ve ever opened a contact record and been overwhelmed by irrelevant fields, tabs you never use, or property lists that scroll into eternity — you’re not alone. This update empowers you to:

• Clean up confusing layouts
• Improve data quality by showing only the fields that should be filled out
• Boost adoption by tailoring views to match each team’s workflow

🔧 How to Optimize Your Record Views

Here’s a checklist of things you can do right now to make your CRM records more intuitive and effective — especially now that the new update is live:

1. Audit Your Properties

• Remove unused or irrelevant fields
• Group related properties into logical “cards”
• Consider using synced properties or combining values into single-line text properties when needed

2. Organize Cards Thoughtfully

• Left column = summary and editable info (e.g., About this contact)
• Center column = timeline and custom tabs (like Sales, Onboarding, etc.)
• Right column = associations and system-generated data

[The full editor view gives you access to all three columns — organize cards, apply logic, and lock what matters.]

🧠 Pro tip: The right column is often overlooked but can be a powerful space for implementation notes, attachments, or embedded reports.

3. Use Conditional Logic

• Show/hide a card or tab only when a certain property meets your condition
• Great for lifecycle-specific info, subscription types, or contact types (e.g., "Show Partner Info only if Contact Type = Partner")

Here’s what it looks like when you’re setting up conditional logic inside a record view:

[Conditional logic in action: In this example, if the deal owner is set to “Madelyn,” the “Accessories Included” field becomes required. The asterisk indicates that the condition must be met to save the record.]

4. Customize Views by Team

• Create different views for Sales, Marketing, Support, etc.
• Team views can have totally different cards and layouts — start from a clone of your default view to avoid rework

[Creating a team-specific view: This gives each team a tailored layout, without affecting others. Start from your default view or build from scratch.]

5. Double-Check User Permissions

By default, users can customize their own views (which sometimes leads to confusion). You can:

• Toggle this off for more control
• Lock certain cards so they can’t be edited
• Restrict sidebar reordering per team or globally

🎯 Bonus Tips for Advanced Users

• Create custom record preview layouts for board views
• Use filtering and sorting inside cards (e.g., show recent deals sorted by amount)
• Add reports or quick action buttons inside cards for even more context
• Use UI extensions (beta) if you're working with devs or custom apps

🔁 TL;DR Recap: What You Can Do Now

Final Thoughts

This is one of the most impactful CRM customization updates HubSpot has rolled out in years. Whether you manage 2 users or 200, this gives you more control over how your teams interact with data — and how much of that data actually matters to them.

If you're a Super Admin, now's the time to:

• Clean up your default view
• Build strategic team-based views
• Apply conditional logic where it counts

If you're not a Super Admin but find your record layouts frustrating or overwhelming, share this post with your CRM owner — and ask about optimizing your team’s views.

Want help auditing your CRM layout or building smarter views for your team?

We’d love to help. Reach out and let’s talk through your goals.