Block Deal Stage Transition Based on Auto-Updated Field (No Manual Editing Required)

Smart CRM & Sales Hub CRM
1

Hey,

I want to prevent a deal from moving to “Closed Won” if a specific validation field shows “False” or is empty, without requiring sales reps to manually edit that field.

Concretely: if the field “Internal Champion appointed” is false, the sales should not be able to edit the deal. He should create an association to one of the contact (1), which will trigger a workflow (2), updating the field “Internal Champion appointed” to true (3) , hence allowing the sales to move to closed won (4)

Steps 1, 2 and 3 are working but I want to prevent the Sales from moving forward if the value is false
My goal:

Deal stage “Closed Won” should require validation field = True/Yes:

  • If True → Deal can progress
  • If False → Deal is blocked from moving forward

Is this possible ? How can I set this up in Hubspot ?
Thanks a lot

2

Hi @siri2,

Only in Enterprise subscriptions: Manage view and edit access for properties

You would set the property to view only and make it required. It would pop up but could lot be edited, effectively blocking progression. You would have to change your logic slightly fro. Yes/No to Yes/empty as a No would also be considered filled and let the deal progress.

In any case, it can’t be done below Enterprise, unfortunately, as far as I know.

Best regards