Required Properties after Property change

It would be very nice if you could select some required properties after another property has been changed.

Example:

If you change City, a window pops up and says "double-check country"

Or:

If you set Contact to "SQL Lost", a window pops up with a note "Reason for SQL Lost".

 

For now, you can only do that if a deal or a customer gets moved into another lifecycle stage (required properties).

 

The same for "just" changing properties would be nice,

 

Thank you.

 

HubSpot updates
1 Reply
WilliamMeeks
Occasional Contributor

+1.  I think this is a missing piece in HubSpot over other enterprise platforms, where you can control the data integrity of non-automated data capture with built-in triggers and window popups.  This would helpful across all objects, especially with deals - example, when a deal is marked "Closed-Lost," to then require entry in the lost reason field.  The only way I'm aware of is to send a notification or create a task via workflow, but this works very seldomly across our entire group and causes constant reminder meetings.