Cross Object Validation is needed to enhance data quality.
It’s very easy to require properties be input/filled out at certian points of the process. However it is very difficult to enforce whether they were filled out correctly.
ie does the child company owner match the parent. does the ID on the deal owner match the company owner.
Typically things are working out, however in order to actually feel good about the dataset we would need a way to validate properties across objects. meaning it’s not good enough that stage movements require only deal properties filled out. We also would need a way to validate the regex, validate that the associations to that deal were built correctly.
right now roll up properties are an easy way to enfore data completion. However-- just knowing that there is a value is not good enough. we really need a way to know that there is a value on the associated company and it matched that on the deal. done.
Thanks for raising this, I completely agree, and I’d like to add a few additional use cases from our experience implementing HubSpot across B2B clients:
We often need to restrict deal stage progression based on data from associated contacts or companies, such as:
Requiring a decision maker contact to be associated with the deal (with a specific value in the Buying Role property).
Verifying that the company association exists, especially in enterprise sales.
Confirming that a document (proposal, brief, etc.) is attached before moving forward.
While roll-up properties help surface whether something is associated, they don’t allow validation logic like “only allow progression if a specific condition is met on a related object.”
As of now, we’ve had to build workarounds using custom properties + workflows, but these:
Are prone to errors.
Don’t block user action (just notify or revert).
Increase implementation complexity and maintenance cost.
Cross-object validation (with logic-based conditions) would truly elevate HubSpot’s governance capabilities, especially for teams coming from Salesforce or similar platforms.
If this gets prioritized, we’d love to help test or co-define real-world conditions. Subscribed and fully supportive!