# Add associated objects (mandatory) when changing deal stage

**URL:** <https://community.hubspot.com/t/add-associated-objects-mandatory-when-changing-deal-stage/149091>\
**Category:** Tips, Tricks & Best Practices\
**Tags:** enterprise\
**Created:** [May 6, 2026, 9:20pm UTC](https://community.hubspot.com/t/add-associated-objects-mandatory-when-changing-deal-stage/149091 "2026-05-06T21:20:14Z")\
**Posts on this page:** 3\
**Page:** 1

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**Author:** ![PGarcia69](https://avatars.discourse-cdn.com/v4/letter/p/f07891/32.png) [@PGarcia69](https://community.hubspot.com/u/PGarcia69)\
**Post date:** [May 6, 2026, 9:20pm UTC](https://community.hubspot.com/t/add-associated-objects-mandatory-when-changing-deal-stage/149091/1 "2026-05-06T21:20:14Z")

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Hello!

So when of the issues I’m trying to solve in my company is that when the deal stage is, for example, briefing, when I want to move it to the next stage, let’s say “proposal sent”, I would like to be mandatory to associated certain objects to the main one (deal)

I’m trying to find workarounds, but If anyone has a best practice, would love to hear about it. I’ve checked some of the betas and there is one that I think could help, but was deprecated: [Status Change] Conditionally Required Associations

Any other recommendations, are welcome.

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**Author:** ![STierney](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/stierney/32/186066_2.png) [@STierney](https://community.hubspot.com/u/STierney)\
**Post date:** [May 6, 2026, 10:21pm UTC](https://community.hubspot.com/t/add-associated-objects-mandatory-when-changing-deal-stage/149091/2 "2026-05-06T22:21:02Z")

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Hey [@PGarcía69](https://community.hubspot.com/t5/user/viewprofilepage/user-id/1040222),  
Thanks for posting in the Community!  
It appears that association-based beta is (was) the closest feature we’d find to setting this up. Currently, I believe we’re limited to the standard setting for [automatic associations of recrods and activities](https://knowledge.hubspot.com/object-settings/configure-automatic-activity-associations).  
With that said, I’d like to recommend that you post the need for this directly in our [Ideas Forum](https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas). This would allow other users to upvote your idea, expand on it, and present the need directly to our Product team!  
Additionally, I would like to tag in some Community experts to see what insight they may have for potential setups and workarounds. @karstenkoehler, @TomM2, and [@Ben\_M](https://community.hubspot.com/t5/user/viewprofilepage/user-id/87451) - any thoughts for [@PGarcía69](https://community.hubspot.com/t5/user/viewprofilepage/user-id/1040222)?  
Shane, Senior Community Moderator

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [May 7, 2026, 3:39am UTC](https://community.hubspot.com/t/add-associated-objects-mandatory-when-changing-deal-stage/149091/3 "2026-05-07T03:39:44Z")

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Hi [@PGarcía69](https://community.hubspot.com/t5/user/viewprofilepage/user-id/1040222),

Other users have however requested this before in the ideas section of the community: [https://community.hubspot.com/t5/HubSpot-Ideas/Mandate-associations-based-on-deal-ticket-custom-object-pipeline/idi-p/1032087](https://community.hubspot.com/t5/HubSpot-Ideas/Mandate-associations-based-on-deal-ticket-custom-object-pipeline/idi-p/1032087) + [https://community.hubspot.com/t5/HubSpot-Ideas/Make-an-association-mandatory-conditional-on-deal-stages/idi-p/918681](https://community.hubspot.com/t5/HubSpot-Ideas/Make-an-association-mandatory-conditional-on-deal-stages/idi-p/918681)

The second one, as you can see, is marked as in development.

The product team reviews these requests based on popularity, so I’d recommend commenting and upvoting. You can also help others find the request more easily (and drive traction) by accepting my reply as a solution. I’d appreciate it, too.

As far as workarounds go, here’s what’s currently possible on the Enterprise tier:

- Create a single checkbox property “Required associations added” or similar
- Set the property to view only: [Manage view and edit access for properties](https://knowledge.hubspot.com/properties/restrict-view-edit-access-for-properties)
- Use a workflow to set the property to “True” when the required associations have been added
- Make it a required stage property

While it doesn’t force the user to add an association, it’ll block the record from progressing. That’s the best I can think of at this point.

Have a great day!
