I'm attempting to build a Chrome plugin to set initial "default" property values for Contact records
Feb 20, 2020 9:16 AM - edited Feb 20, 2020 9:29 AM
Goal - I want to make my salesmen more efficient by initializing specific property values to common "default" values somy salesmen do not have to enter them manually.
Scenario - Salesman gets a phone call from a brand new prospect & manually brings up HS screen to create Contact or Deal record to type in data. Approximately 50 properties get the same value 95% of the time, but apparently there is currently no way to initialize these fields. Therefore the salesman must manually initialize them - which is inefficient (to say the least).
1) Workflows - Apparently workflows cannot be triggerred until the new record gets saved. That is too late.
2) Forms - That does not fit our scenario.
3) Creating a Chrome Plug-in. That is what this ticket is about.
4) Switching to another CRM that can do this basic function - We are investigating that now.
What do I need to do to make this work?
I realize that this is a brittle and sub-optimal solution. But multiple calls and chats w/ tech support and reading the online docs have not revealed any viable alternative. If you have such an alternative I would love to hear about it.
PS: You can see Customer Support's attempt to help with this issue in Support Ticket #3087841
Also see this: https://community.hubspot.com/t5/HubSpot-Ideas/pre-set-property-default-value/idi-p/315562