Lists, Lead Scoring & Workflows

mkaur
Participante

push properties to enter values if anybody change the life cycle stage

resolver

Hi

Is there any way to push the properties if anybody changes the lifecycle stage. For example, I am on company view and I am changing the lifecycle from MQL to SQL so as person change that property, push few mandatory properties which need to be in the system before changing that stage.

I know while creating deal you can but my concern is before that.

 

Thanks

 

0 Me gusta
1 Soluciones aceptada
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

push properties to enter values if anybody change the life cycle stage

resolver

Hi @mkaur

 

You can set what are the mandatory properties to be completed when first creating a contact, company or deal, but not trigger something like this based a property being updated. 

 

The way around this is to create a workflow that sends an internal email to the account owner 'reminding' them to update the properties in question. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

Ver la solución en mensaje original publicado

1 Respuesta 1
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

push properties to enter values if anybody change the life cycle stage

resolver

Hi @mkaur

 

You can set what are the mandatory properties to be completed when first creating a contact, company or deal, but not trigger something like this based a property being updated. 

 

The way around this is to create a workflow that sends an internal email to the account owner 'reminding' them to update the properties in question. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency