CRM

ohergli
Participant

Freeze prroperties

SOLVE

Hi all,

At our university, after enrollment, we would like to restrict modifications to certain fields so that only the admissions department can update them.

This should prevent any changes via form submissions or imports.

 

Is this possible via HubSpot?

Thank you.

Oumaima.

 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Freeze prroperties

SOLVE

Hi @ohergli,

 

No, this is not possible. The typical workaround is to create a copy of the property, use either of the two in the form, then create a contact based workflow that copies (only once) the value from the property used in the form into the other one. The one time copy effectively freezes the second property.

 

Your team would then update the second property only.

 

The workflow would enroll contacts "When filter criteria is met" > "[property] is known", then leverage the "Copy property value" workflow action. Reenrollment should of course remain disabled.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Freeze prroperties

SOLVE

Hi @ohergli,

 

No, this is not possible. The typical workaround is to create a copy of the property, use either of the two in the form, then create a contact based workflow that copies (only once) the value from the property used in the form into the other one. The one time copy effectively freezes the second property.

 

Your team would then update the second property only.

 

The workflow would enroll contacts "When filter criteria is met" > "[property] is known", then leverage the "Copy property value" workflow action. Reenrollment should of course remain disabled.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
ohergli
Participant

Freeze prroperties

SOLVE

Thank you for your response @karstenkoehler . Could you please assist me with how we can send this update to the team and how can the copying the property  happen only once?

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Freeze prroperties

SOLVE

@ohergli Please see my previous reply:

 

"The workflow would enroll contacts "When filter criteria is met" > "[property] is known", then leverage the "Copy property value" workflow action. Reenrollment should of course remain disabled."

 

Out of the box, unless you actively turn on reenrollment, this will be a one time copy.

 

If you're getting stuck, please let me know where exactly you're getting stuck.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes