Hi Team,
We want to reset one custom field in deals record , if it gets updated in hubspot system.
For Example: Deal Amount: 1000, Source: A
If some one changes Deal Amount to 2000 in Hubspot system then we want to reset Source to B.
Hi @Akshay1 ,
I am a Software Engineer with Baskey and will be happy to help with this.
I think the most simple way to acheive this would be to create a workflow. In order to create workflows however, you need one of the following Professional or Enterprise subscriptions:
Marketing Hub, Sales Hub, Service Hub, Operations Hub.
Can you please check and let me know if you have one of these subscriptions.
If you do, you can create a ‘Deal-based’ workflow. You can then set the trigger to ‘Property has value changed’ and select ‘Amount’ then ‘isknown’ as per the attached screenshot.
You then need to enable reenrollment for the deals in this workflow. This in combination with the trigger will monitor the deal’s amount for change and run the workflow if it changes.
Then within the workflow, you can add a step to change the ‘Source’ property value by using the ‘set property value’ step.
If you need the value of Source to be relative to certain amounts, you can use ‘if/then’ branches.
Below is a basic example for how this would look.
Best regards,
Pauric
email: p.mcconnell@baskey.eu
linkedIn: https://www.linkedin.com/in/pauric-mc-connell/