I know its not a good idea to use Hubspot forms for this, but is there any simple way to just have a popup modal or slideout card that prompts a Hubspot user to fill out data?
When a Deal reaches a certain stage, I want to create a Task that alerts a Hubspot user to update two fields on the Deal.
What is the best way to accomplish this?
Hi @jamieroyce-mc,
@jamieroyce-mc wrote:
When a Deal reaches a certain stage, I want to create a Task that alerts a Hubspot user to update two fields on the Deal.
HubSpot has a feature for this, required deal stage properties. You can find step by step instructions for how to set these up here: Set up and manage object pipelines
Best regards!