Advanced questions (deal automation, appending data, validation rules)

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  1. 1. A pop-up screen that guides the users through the different stages, requiring them to fill out certain information such as contact role. We would want to be able to filter that a property is only required to be filled out if Stage = X AND Deal Type = New Business. This is similar to what we can do and have fields conditionally show and be required in Salesforce’s guided screenflow. Can Hubspot support this?
  2. Would also like to append data input from Object A into Object B and not remove any data points even if there are changes in Object A. Is this possible?
    1. There are 5 Tech Stack properties on the Deal object. We would like all of this data appended to 1 property on the Company called Tech Stack.
    2. Deal 1 is created and Primary Issue Tracking Tool = A, B and Primary Support Ticketing = COn the Company, the Tech Stack would say A, B, C.
    3. Deal 1 is updated and Primary Issue Tracking Tool = B, D On the Company, the Tech Stack will now say B, D because it “over-wrote” the “C” from Primary Support Ticketing
    4. The desired end state would be on the Company, the Tech Stack will now say A, B, C, D. They want to append data but not remove any values from the Company property.
  3. Validate on the inputs in a specific field and ensure the input is different before allowing a save or a stage progression - they have a “Next Step” property that they would like to validate if there are any changes being made to the property. If there is no change and Stage is changed, then error and prompt them to make a change to the “Next Step” property
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Hey @GHunt1, thank you for posting in our Community!

You can use form field logic to make fields required based on certain properties like Deal Stage or Deal Type.

For appending data between objects, HubSpot doesn’t natively support this, but you could use custom workflows or integrations to update the Company object with values from the Deal.

As for validating changes to the “Next Step” property, HubSpot doesn’t have built-in functionality for this, but custom workflows or coded actions could achieve this behavior.

To our top experts @TomM2 and @Anton do you have any other recommendations for @GHunt1 matter?

Thank you,

Pam

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Hi @GHunt1 do you have Operations Hub Professional? Most of these are perfect use cases for the features that it has to offer. Especially with the custom code action steps that are included with it.

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Yes we have access to Ops Hub pro and I was thinking I could accomplish this through workflows and code but I wanted to make sure prior to leaping into that. Now I just need to learn Java