CRM

CBabb
Member

How can I get notified of the User who has changed a particular field via Workflows?

SOLVE

Hi - I need to know who moved a Deal to the Lost stage which isn't always done by the Deal Owner. 

 

It seems that the functionality is there, but it's not accessible (I can see in the Property History who has updated the Deal, but I can't use that field)

 

How do I go about getting notified via Workflow (or some other method) when a HubSpot User changes a particular field?

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

How can I get notified of the User who has changed a particular field via Workflows?

SOLVE

Hi @CBabb,

 

Out of the box, this is not possible. I would assume that this can be achieved with custom code actions in Operations Hub Professional or higher – which would require the help of a developer: https://developers.hubspot.com/docs/api/workflows/custom-code-actions

 

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

How can I get notified of the User who has changed a particular field via Workflows?

SOLVE

Hi @CBabb,

 

Out of the box, this is not possible. I would assume that this can be achieved with custom code actions in Operations Hub Professional or higher – which would require the help of a developer: https://developers.hubspot.com/docs/api/workflows/custom-code-actions

 

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.