Tips, Tricks & Best Practices

Sarah_M
Participant

How to lock a property from being overwritten?

Résolue

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 Solution acceptée
GrantCarlile
Solution
Contributeur de premier rang | Partenaire solutions Diamond
Contributeur de premier rang | Partenaire solutions Diamond

How to lock a property from being overwritten?

Résolue

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

 

Voir la solution dans l'envoi d'origine

3 Réponses
GrantCarlile
Solution
Contributeur de premier rang | Partenaire solutions Diamond
Contributeur de premier rang | Partenaire solutions Diamond

How to lock a property from being overwritten?

Résolue

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
Contributeur

How to lock a property from being overwritten?

Résolue

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
Participant

How to lock a property from being overwritten?

Résolue

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