Need help with adding custom validation for the hubspot companies
Hi, We need to restrict/lock some properties on the 'create company' form in the hubspot based on some criteria selected by users when they hit the submit button. Can someone please help me by providing some directions? I've been looking at so many posts but they all talk about custom form/workflows etc.. we don't have any custom form, external site, not any integration at his point. We just want to add validation for the companies when the user creates/updates any existing. Please advise.
Currently in HubSpot, the form feature do not support the creation of company record. Just to clarify, do you have a form within HubSpot that creates a company upon submission?
If so, could you share with me the form name and portal ID that the form is on?
Need help with adding custom validation for the hubspot companies
Thanks much for your response. I've been talking about the companies located under the contacts in the Hubspot (screenshot below), we don't have any custom forms created for our organization.
Just as a background, we have all of our sites hosted IIS and SQL Server database before and we just mapped and imported Contacts, Companies, Deals into the Hubspot from SQL table. Users just insert/update Contacts, Companies, Deals directly into the Hubspot. We added only a few custom properties but other than that we're using all default properties for the Companies.
In the above screenshot, we want when user hits submit it should call to the external system and submit form data to the external REST API and at the same time we want to disable the 'Company Type' so that the user can't update it until we get 'Company Type' modified to the Customer from external REST API. Please advise how to achieve our goal.
Do you mean that when user create a company within HubSpot, you'd like the company to also be created in your external system?
If that's the case, it would not be possible via a submission.
You would need to implement a Webhooks API > Subscribe to a company.creation subscription types > Call your external system API to create the company record there.
Need help with adding custom validation for the hubspot companies
Hi, Not actually creating a new company from that page but we just want to pass address fields from that page to the external system and get the response back if its validate the address or not. Also want to disable few fields on that page based on the selected company type on that page after the user submits fields. Please provide some guidance on how to achieve this.
Currently, it is not possible to 1. pass the address field to an external page for validation on the HubSpot UI or 2. disable certain fields based on the company type.
However, any kind of external validation would require your team to set up a backend system with validation and use the CRM API | Companies to create the company records.