Updating Stage Properties and related companies

[JMcCree]

Is it possible to set up prompts when moving deals from one stage to another that includes adding a contact and a company

Also, can you set up prompts where company information must be filled in, not just deal information?

[jolle · Accepted solution]

Hey @JMcCree, thanks for reaching out! These are great questions.

As far as I know, it's not possible to set up a required prompt for associating a contact and company at a specific deal stage like you can require specific properties. However, if you have a Professional or above HubSpot subscription, you could create a workflow that would send an internal notification email/create a task if a deal reaches a certain stage and has less than one associated contact/company.

Requiring updates to company records is in a similar boat here. The required properties are specific to deals, but you can:

1. Update the required properties for initially creating a company record
2. Create a workflow that will send an internal notification email/create a task if a company record is associated with a deal in a certain stage and is missing key company information
3. Create those company properties at the deal level, set them as required for the particular stage(s), and create a workflow that will copy those property values from the deal to the company

Hope this helps!!