Kyle shows how to use contact-based workflows to lock down deal stages. Set up enrollment triggers that check for a call on the contact and required company fields like annual revenue, then create a checkbox property that only workflows can update and make it required before reps can move deals forward.
Hey friends, it's Kyle. Welcome to HubSpot's product YouTube channel. We've done a couple of videos looking at deal customization. Today we're going to look at the most advanced form of deal customization with workflows. Let's hop right in. Let's imagine you want a world where a deal can't be moved into a certain stage until certain information has been filled in on contacting company records. So here we have a contact based workflow and here I've just arbitrarily decided we want this contact to have at least one call where the outcome was connected and we want the company record to have annual revenue and industry listed. You can decide what the most important things are for your your contacts and companies to have, but you could set that up as an enrollment trigger for a workflow and then we're going to set a deal property meets qualification criteria to. Yes, I've added an extra level here where we're only going to do this for deals that are associated with this contact as a champion. So this further requires that there is a champion identified by the sales rep who is on this deal and that they have provided the information that's required. To take this one level deeper, we could make this meets qualification criteria property only editable by workflows. Let's take a look at that. So here we are on the properties page we can see if we look for meets qualification criteria. Here is the single on off checkbox property I've created for this. We can assign this to specific users and teams. I'm going to set this to private to me so I'm the only person in this portal who can update this property manually. But this still leaves it open for workflows and other tools to update it. So the workflow will be checking to see is this information in there and if it is, it'll update that property. And then if you made this a required property in a particular deal stage and your reps would not be able to move it in until those qualifications were met. So that's the most advanced form of deals customization that I know of inside of HubSpot. Try it out, let me know what you think. Leave your comments below. What properties are you going to require in your deal pipeline?
