It would be very nice if you could select some required properties after another property has been changed.
Example:
If you change City, a window pops up and says “double-check country”
Or:
If you set Contact to “SQL Lost”, a window pops up with a note “Reason for SQL Lost”.
For now, you can only do that if a deal or a customer gets moved into another lifecycle stage (required properties).
The same for “just” changing properties would be nice,
Thank you.
+1. I think this is a missing piece in HubSpot over other enterprise platforms, where you can control the data integrity of non-automated data capture with built-in triggers and window popups. This would helpful across all objects, especially with deals - example, when a deal is marked “Closed-Lost,” to then require entry in the lost reason field. The only way I’m aware of is to send a notification or create a task via workflow, but this works very seldomly across our entire group and causes constant reminder meetings.
Is there any update to that idea?
I created the idea, a half a year ago and I still would really need that.
The workaround over notification or workflow would be confusing.
+1 on this one!!