topic Re: Requiring a Contact whose Role is "Technical Contact" to be added/associated with Deal in Tips, Tricks & Best Practices

Requiring a Contact whose Role is "Technical Contact" to be added/associated with Deal

underham — Thu, 11 Apr 2024 19:42:46 GMT

I'm building out an Onboarding Pipeine for my Customer Success team to manage onboarding/implementation of new customers. A new deal (basically a copy of a deal that just Closed-Won) will be added to the Onboarding pipeline once sales deal is closed-won.

I want to require a number of fields and associations for deals to be moved to Closed-Won. Specifically, I want to require our sales team to identify, add, and associate a Contact who's role (a contact property) is "Technical Contact" to a deal before or upon moving it into Closed-Won.

From a workflow perspective, this would be something like:

Trigger: Sales Pipeline Deal moved to Closed Won > IF Deal has associated Contact who's role is Technical Contact AND phone + email exist THEN allow deal to be moved ELSE (here's where I don't know how to implement) require user to add Technical Contact associated with closed-won deal.

Any help would be appreciated.

Re: Requiring a Contact whose Role is "Technical Contact" to be added/associated with Deal

LouiseHare — Fri, 12 Apr 2024 09:28:47 GMT

Hi @underham ,

I think you should be able to do this by using conditional stage properties in your pipeline.

You could create a workflow to check if a contact with a particular association label is associated to a Deal, and if it is mark a custom Deal property (such as Technical Contact known) as Yes.

You can then use this property as a conditional stage property to stop Deals being able to move to Closed Won unless it is known.

Hope this helps,

Louise Hare she/her

Freelance HubSpot Expert

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Re: Requiring a Contact whose Role is "Technical Contact" to be added/associated with Deal

DRay0 — Thu, 26 Sep 2024 17:18:37 GMT

@LouiseHare could the same concept apply if I want to do the same but rather than a contact property, I want to require Contact Association Labels within the Deal.

Re: Requiring a Contact whose Role is "Technical Contact" to be added/associated with Deal

JThornton4 — Fri, 21 Feb 2025 08:22:52 GMT

Hey @LouiseHare, thanks for suggesting this. Super helpful. I can't seem to find the Deal is associated to as part of the trigger set?

Re: Requiring a Contact whose Role is "Technical Contact" to be added/associated with Deal

LouiseHare — Fri, 21 Feb 2025 12:02:25 GMT

Hey @JThornton4 ,

You can add properties of the Contact(s) that a Deal is associated to by clicking 'Filtering On' and selecting 'Contact'.

Then click 'Contact properties' to select the Contact property that you want to use.

This will then show as Deal is associated to -

Hope this answers your question.

Thanks,

Louise Hare she/her

Freelance HubSpot Expert

If my reply helped to answer your question please mark it as a solution to make it

easier for others to find!

Re: Requiring a Contact whose Role is "Technical Contact" to be added/associated with Deal

LouiseHare — Fri, 21 Feb 2025 12:01:58 GMT

Hey @DRay0 ,

Not sure I understand you - can you please explain?

Do you mean the Deal needs to have Contacts with certain association labels?

Thanks,

Louise Hare she/her

Freelance HubSpot Expert

If my reply helped to answer your question please mark it as a solution to make it

easier for others to find!

Re: Requiring a Contact whose Role is "Technical Contact" to be added/associated with Deal

EBruschini1 — Tue, 08 Apr 2025 20:00:56 GMT

The problems with this suggestion are:
- reps will be able to mark the required field to 'yes' or 'no' manually when changing deal stage.
- The conditional stage property checks that the property is filled, not that is filled with 'yes'

Re: Requiring a Contact whose Role is "Technical Contact" to be added/associated with Deal

CBirkett0 — Mon, 02 Jun 2025 12:30:53 GMT

I can get behind this 100%

Basically, I'd like to see the 'Associations' section of the deal create form added to the conditional stage logic

Another work around could be to create a deal property called 'Technical Contact Email' and use this in a workflow. I'd use Regex to validate the technical contact property

When 'Technical Contact Email' is known
Create contact (set contact.email to deal.technical_contact_email) incase the contact doesn't exist, if the contact does, this action will fail but the workflow will continue
Create Assocation based on matching properties (contact.email & deal.technical_contact_email)

This could mean other contact data is missing if the contact doesn't already exisit

If you're super technical, you could use a look up field to help pick the right contact, You can then use the record ID to create the association in a workflow