Tips, Tricks & Best Practices

Sarah_M
Teilnehmer/-in

How to lock a property from being overwritten?

lösung

Hi all! 

 

I'm a previous Marketo user, current Hubspot user, and in Marketo we have the option to "lock a property", i.e. disallow the property from being overwritten by ANYTHING -- API, form submission, CRM integration, whatever (unless an admin does it). 

 

My question is: how do I replicate this in Hubspot? For example, I want to keep my First Conversion property and my MQL Date property from EVER being overwritten/updated. 

 

Thanks so much!

1 Akzeptierte Lösung
GrantCarlile
Lösung
Stratege/Strategin | Diamond Partner
Stratege/Strategin | Diamond Partner

How to lock a property from being overwritten?

lösung

Hi @Sarah_M, this is Grant!

 

You are now able to set the permissions for properties.

 

GrantCarlile_0-1677848643764.png

 

 

GrantCarlile_1-1677848657371.gif

 

Hope this helps!

 

Onward,
Grant

 

Lösung in ursprünglichem Beitrag anzeigen

3 Antworten
GrantCarlile
Lösung
Stratege/Strategin | Diamond Partner
Stratege/Strategin | Diamond Partner

How to lock a property from being overwritten?

lösung

Hi @Sarah_M, this is Grant!

 

You are now able to set the permissions for properties.

 

GrantCarlile_0-1677848643764.png

 

 

GrantCarlile_1-1677848657371.gif

 

Hope this helps!

 

Onward,
Grant

 

LloydBirch
Mitwirkender/Mitwirkende

How to lock a property from being overwritten?

lösung

There's a way of stopping the field being updated via forms and bots, but I'm not sure you can stop team members who aren't admins from changing individual fields. 

I'd be interested to know this for sure too. It's not come up as an issue for me yet.

 

Screenshot 2020-09-24 at 17.22.35.png

Sarah_M
Teilnehmer/-in

How to lock a property from being overwritten?

lösung

How do you block the property from being overwritten by forms and bots?