CRM

STaxali
Teilnehmer/-in

Add Trigger point based on property update

lösung

There is no provision to add a trigger where an action is taken if any property value changing. We are looking for an action to take place when property value changes, and not what is the property value because everytime the contact will renroll, it will enroll other contacts as well having same property value, despite no change in those property value recently.  

0 Upvotes
1 Akzeptierte Lösung
BérangèreL
Lösung
Community-Manager/-in
Community-Manager/-in

Add Trigger point based on property update

lösung

Hi @STaxali,

I hope that you are well!

Thank you for the additional information and thanks @franksteiner79 for your help!

I would then highly recommend you to please post this product suggestion on our ideas forum.

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change.


It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.

Thank you and have a good day!

Best,
Bérangère


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Lösung in ursprünglichem Beitrag anzeigen

9 Antworten
franksteiner79
Autorität

Add Trigger point based on property update

lösung

Hi @STaxali 

 

Great, and can you please let me know what property field type is that property?

You can see the property field type in the property overview, see screenshot below.

Screenshot 2023-08-02 at 17.48.05.png

Thanks

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project
STaxali
Teilnehmer/-in

Add Trigger point based on property update

lösung

I have a property "Disposition" so I want when this is property move from one action to another, I should be able to send an internal email notification for other user to know that an action has been taken.

 

Currently, my team member has to manually confirm this to the other user. 

0 Upvotes
franksteiner79
Autorität

Add Trigger point based on property update

lösung

Hi @STaxali 

 

What property field type are you using? A less well known fact is that "is known" in conjunction with re-enrolment triggers in a workflow, also works when the value of the property changes. 

 

Thanks

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project
STaxali
Teilnehmer/-in

Add Trigger point based on property update

lösung

Hi Frank

 

My property type is Single dropdown select. I am bit confused on how to use this as  trigger point and would be happy to connect with you discuss more so I can actually see if this works and marked as solution. 

0 Upvotes
franksteiner79
Autorität

Add Trigger point based on property update

lösung

Hi @STaxali 

 

I did a quick recording, talking you through the setup.

 

 

I hope this explains the setup and allows you to replicate it.

 

Thanks

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project
STaxali
Teilnehmer/-in

Add Trigger point based on property update

lösung

Thank you Frank for sharing the video, but I wanted that when a specific user change the property value then only then email goes to someone

0 Upvotes
franksteiner79
Autorität

Add Trigger point based on property update

lösung

Apologies, that wasn't clear from your original post and is not possible in HubSpot as far as I know.

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project
STaxali
Teilnehmer/-in

Add Trigger point based on property update

lösung

That's what the problem is. 

0 Upvotes
BérangèreL
Lösung
Community-Manager/-in
Community-Manager/-in

Add Trigger point based on property update

lösung

Hi @STaxali,

I hope that you are well!

Thank you for the additional information and thanks @franksteiner79 for your help!

I would then highly recommend you to please post this product suggestion on our ideas forum.

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change.


It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.

Thank you and have a good day!

Best,
Bérangère


Saviez-vous que la Communauté est disponible en Français ?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings!