Tips, Tricks & Best Practices

MSherman0
Member

How to require an update to a company property as a pipeline stage requirement

SOLVE

I want to require that a custom company record be updated as a pipeline stage requirement, but all I can add are deal properties. How can I accomplish this?

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to require an update to a company property as a pipeline stage requirement

SOLVE

Hi @MSherman0,

 

This is unfortunately not possible at the moment, see also this thread: https://community.hubspot.com/t5/CRM/Require-company-properties-to-be-filled-out-when-a-deal-is/m-p/...

 

There doesn't seem to be a well-written ideas request to the product team yet. I'd recommend you submit on to the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

As far as workarounds go, the best would currently be to create a deal property corresponding to your company property, making this deal property required and using a workflow to copy entered value to the associated company object.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to require an update to a company property as a pipeline stage requirement

SOLVE

Hi @MSherman0,

 

This is unfortunately not possible at the moment, see also this thread: https://community.hubspot.com/t5/CRM/Require-company-properties-to-be-filled-out-when-a-deal-is/m-p/...

 

There doesn't seem to be a well-written ideas request to the product team yet. I'd recommend you submit on to the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

As far as workarounds go, the best would currently be to create a deal property corresponding to your company property, making this deal property required and using a workflow to copy entered value to the associated company object.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.