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ASobusiak
Participant

Required fields in the Contacts object associated with the Lead Pipeline stage

SOLVE

Good day,
Is there a way to specify required fields in a Contact that is associated with a Lead that is in a specific status?

For example, if a Lead is to move from "Lead" stage to "MQL" stage, specific fields must be filled in in the associated Contact object. Does HubSpot offer this option?

Or is it possible to specify which fields (in the Contact) are required for a specific Lifecycle stage?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Required fields in the Contacts object associated with the Lead Pipeline stage

SOLVE

Hi @ASobusiak,

 

There is unfortunately no configuration that allows for making fields on associated records required. I assume that the product team will deliver this eventually but as of now, it cannot be done.

 

As for your second question, yes, this can be achieved with conditional logic: https://knowledge.hubspot.com/properties/set-up-conditional-logic-for-enumeration-properties

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Required fields in the Contacts object associated with the Lead Pipeline stage

SOLVE

Hi @ASobusiak,

 

There is unfortunately no configuration that allows for making fields on associated records required. I assume that the product team will deliver this eventually but as of now, it cannot be done.

 

As for your second question, yes, this can be achieved with conditional logic: https://knowledge.hubspot.com/properties/set-up-conditional-logic-for-enumeration-properties

 

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.

0 Upvotes