Create HubSpot internal pop-up window

[LSchaefers]

Hello,

I am currently setting up HubSpot for our company. Now I am looking for the possibility that when the lifecycle phase is changed, a reason is automatically requested for it. I have created the choices for the reason as a contact property field.

Unfortunately, I cannot display the pop-up windows that can be created via the forms within HubSpot or depending on a property change.

Does anyone know of a workaround? My programming skills are unfortunately very limited.

Thanks a lot for your help!

Best regards, Laura

[karstenkoehler · Accepted solution]

Hello @LSchaefers,

Judging by your name switching to German might be an option? Let me know, happy to switch.

Generally, I don't think HubSpot has any capabilities for pop-ups, unfortunately. There are other ways to approach this, they are however not perfect:

• Place one property below the other directly in the contact record sidebar so that it's hard to miss. Of course, people might still forget about it but it reduces the likelihood of that happening.
• If you have access to workflows, you can set up an internal email notification to the record owner when they forget to update the property value.
• You can create reports and views for users who forget about this, to remind them and to have them complete missing information.

Over time, users would get into the habit of doing it correctly immediately. Other users have also requested dependent properties, which would solve this issue: https://community.hubspot.com/t5/HubSpot-Ideas/Dependent-Properties/idi-p/420732

The product team reviews these requests based on their popularity, I'd recommend upvoting and commenting. If you want to help others find these requests more easily, you can accept my reply as a solution. (I'd appreciate it!)

Have a great day!