Workflows

Smart CRM & Sales Hub CRM
1

I’m building workflows in my sales pipeline and need help setting up two specific automations:

1. Lost Reason – Other:
When the Lost Reason (Dropbox) field is set to “Other”, I want the Other disqualification reasons property (multiline text) to appear and become a required field.

2. Onboarding Meeting fields by product:
When I select the products the customer has accepted, I want specific Onboarding Meeting properties to appear for each product.
For example: if the customer accepts products A and B, the fields Onboarding Meeting A and Onboarding Meeting B should automatically appear for completion.

Does anyone know if this is possible and the best way to achieve it?

2

Hi @PBeordo,

In both cases, you wouldn’t use workflows but conditional logic, see here: Set up conditional logic for enumeration properties

Keep in mind that this only within an object (e.g. company properties on a company object, deal properties on a deal object). It’s not possible to have HubSpot require a scheduled meeting after a deal property has been filled, for example.

Have a look and let me know if you have any follow-up questions!