I know that Hubspot has a way to trigger certain validation rules with fields, but I’m wondering if it’s possible to create a validation rule that prevents Users from creating a new record in the first place if a certain set of criteria are true?
For example, I’d like to prevent Users from creating a new deal against a Company or a Contact if there is already an open deal associated with that same Company or Contact already. We have issues with multiple open deal being opened with the same company which can get cumbursome when it comes to managing them, and merging the two records later messes with the conversion rates because it updates the Date Entered/Exited fields to the merge dates.
Any assistance or info on this is appreciated!
Hi @TSchwarzSE,
HubSpot does have validation rules, yes, but they don’t apply to associated records, currently: Use regular expressions to validate property values
Here’s what I typically do in those situations:
- Create ‘Number of open deals’ property, using a calculation property: Create calculation and rollup properties (method is roll-up, create property on company record, set condition ‘Is Open (numeric) = 1’)
- Set up a workflow that enrolls companies when ‘Number of open deals is greater than 1’ and notifies the company owner and/or you with instructions to verify that two open deals are either correct or to delete one and update the other
Best regards!