There’s nothing better when there’s a place for everything, and everything has its place. With HubSpot’s new conditional logic in the middle column of record cards, you have just that in your CRM too. This feature is one that’s been highly requested on the Ideas section of HubSpot’s community forum, and we were very glad to see it delivered this week.

With HubSpot’s new conditional formatting cards, you can selectively show or hide cards based on other properties. This basically gives us the flexibility we were after. HubSpot quietly rolled this out, and while it might not look much at first glance, it’s quite helpful.

Previously, our clients experienced a lot of dead space in their layouts, because they included every card possible, on the off chance that it would show up. For example, it makes sense to have an associated Deals card on a Contact, but if they had no deals, it was just taking up space.

While it might not look much at first glance, it’s quite helpful.

Let’s dig in.

So, What Exactly Is “Conditional Display Logic”?

Imagine this: You’re looking at a contact record in HubSpot. Right now, you’re probably seeing the same info every time, regardless of who the contact is or what kind of relationship they have with your business. Maybe you’re getting a ton of data. Salesforce sync data, lifecycle stages, association cards, whether it’s relevant or not.

Now, with custom display logic, you can control what you see based on the data within each record. So you can set your cards to display only if a specific condition is met. If the condition isn’t met, it doesn’t show.

It’s like having your record layout adapt to each contact or deal in real time. This is something our client have utilized to save space on their layouts. It’s especially helpful when each contact has a lot of different cards fighting for attention.

A Real-World Example: Cars vs. Bicycles

This is just an example, but you can tailor this to whatever your organization needs. Lets say you have a property called ‘Primary Transportation’ which is a drop down, with Car, Bicycle and Public Transportation.

For those that primarily get around by car, it’s important for us to display things like:

  • Make and model
  • Mileage
  • Ownership status

But what if your contact gets around by bicycle? That information just isn’t relevant. It’s probably not even going to be there.

Using HubSpot’s new conditional logic, you can now set it up so that only when the contact type is “Car” will those cards show up. Switch the type to “Bicycle”, and that who card disappears. Abracadabra.

That’s a big deal. It keeps the view clean, relevant, and focused. No more scrolling past empty or irrelevant fields just to find the stuff that matters.

Why this matters

Okay, so it cleans up your layouts. But the impact goes way deeper than aesthetics:

  • It reduces visual clutter

  • It surfaces the right information

  • It creates context-aware layouts

  • It saves space (and your sanity)

Here’s How to Set It Up

If you’re wondering where this magic lives in your HubSpot portal, here’s the quick how-to:

  1. Go to a record view,  let’s say a contact.
  2. Click on Customize -> Default View. (Or whichever layout you choose)
  3. Find the card you want to make dynamic and click the three-dot menu.
  4. Choose Edit Conditional Logic.
  5. Set up your rules. Example:
    • If “Primary Associated Company” is known… then show this card.
    • If “Salesforce Contact ID” is known… show the Salesforce sync info.

And that’s it. Hit save, and your card now behaves like a smart, conditional widget, and only shows up when they’re supposed to.

You can build similar logic for companies, deals, tickets, and custom objects too.

Pro Tips from the Simple Machines Team

We’ve been rolling this out to our clients and here’s where we’re seeing the biggest wins:

  • Salesforce Sync Cards
     Most contacts don’t sync with Salesforce. So we set the card to only appear if there’s a Salesforce Contact ID. No ID = no card = less noise.
  • Association Cards
     Want to show the primary associated company only if one exists? Done. No more blank spaces.
  • Deal Stage Trackers
     You can dynamically show pipeline stages only for contacts involved in active deals—keeping things lean and relevant.
  • Object-specific Layouts
     Got different record types (like clients vs. vendors)? Use display logic to tailor views for each scenario without creating multiple different views.

It’s spring cleaning for your CRM

You can finally control what rises to the top, what disappears, and what information earns the right to be seen. Whether you’re a sales rep, a CRM admin or a marketing ops lead, this change makes your day-to-day easier.

Less mess. More clarity.

Want Help Implementing This?

We’re already using this with clients to:

  • Personalize views for different teams
  • Clean up legacy layouts
  • Build smarter layouts across objects

If you want help doing the same, or want a second set of eyes on your current setup, we’re here for it.

Just reach out and let’s talk shop!