Hi there,
Looking for solutions to hard block the creation of deals in a pipeline if the associated contact already has an open deal in that same pipeline.
The only solution that comes to mind is a validation workflow post creation, but ideally looking something to prevent creation. Any ideas?
Hi @SYdoate6,
If you want to give sales reps the ability to create deals manually, this is currently not possible. The deal create form can’t made conditional neither to a value of an associated object nor to a value of a not-yet-created deal.
You could request this in the ideas section of the community which is reviewed by the product team: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas
If deal creation via workflow is an option, you could create a “request form” on a contact record or company record (a section of properties the values of which would be carried over into the eventual deal), a workflow would pick them up and create a new deal record but only if no open deal exists. If there is already one, you could send an explanatory email notification.
Best regards!
Hi @SYdoate6,
As Karsten mentioned, it’s currently not possible to block manual deal creation. The deal creation form cannot be made conditional based on an associated object or on a “not-yet-created” deal.
A safe approach is to implement criteria-based workflows:
1. Define clear criteria for when a new deal should be allowed or blocked (e.g., check if an associated contact already has an open deal in the same pipeline).
2. Use a workflow to create deals automatically only when criteria are met.
3. Send notifications to the sales rep if the workflow does not create a deal because an existing one already exists.
This ensures the process flows smoothly, remains deterministic, and prevents duplicate deals without relying on guesses.