Hi, does anyone know how I can set a task for a contact owner to complete specific properties for a contact?
I have some sales consultants who are creating contacts through the sales extension but not capturing some of the information we’d like in the properties that we know they will have - like first name, last name, phone number and a geographic reference. I’d like to be able to set them a task when these fields are empty that includes the property field names if possible - similar to a form, I guess.
thanks.
Hi @Marie_,
If you want to do this automatically, that would require workflows (available in Professional subscriptions).
In a contact-based workflow, you can automatically create tasks when a field is empty. It could look like this, giving the sales person a bit of time after the creation before the task is created:
In my example, I’m looking at contacts who are missing a job title. If the sales person fills the field in the one hour delay, the contact should be removed from the workflow via a goal:
In your task, you can then include a link that goes directly to the contact record’s field. Navigate to a contact, click “View all properties” in the left sidebar and search for the field. The URL should then look like this: https://app.hubspot.com/contacts/YOUR_PORTAL_ID/contact/CONTACT_ID/properties?search=job%20title
You can then use this link in the task description, replacing the contact ID part with its personalization token:
Without workflows, this cannot be automated.
Let me know if you have any follow-up questions!
Thanks Karsten - this sounds like a good solution. I will try it out!
Hi Karsten,
Do you know if this solution still work? I can’t seem to integrate a token inside an URL.
Thank you
