How to Make a Property Required Based on Another Property in CRM?

[ozgesilla]

Hi HubSpot Community,

I'm looking for a way to enforce a rule in HubSpot CRM, where filling in one property makes another property mandatory. This is not for forms, but rather for users manually entering or editing data within the CRM.

For example:

• If "Customer Type" = "Corporate," then "Tax ID" must be required.
• If "Deal Stage" = "Proposal Sent," then "Expected Close Date" should be mandatory.

I know that HubSpot does not currently offer native conditional required fields in the CRM. However, I'm wondering if there’s a workaround to ensure that users cannot save a record unless both properties are filled in when the condition is met.

[karstenkoehler]

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@ozgesilla wrote:

I know that HubSpot does not currently offer native conditional required fields in the CRM.

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These actually do exist, see here 🙂 https://knowledge.hubspot.com/properties/set-up-conditional-logic-for-enumeration-properties

This applies to both of your cases – although you can set up required deal stage properties directly in your pipeline settings, by hovering over the stage and specifying properties.

These will then also show up in the overview of all conditional properties.

Best regards!

[franksteiner79 · Accepted solution]

Hi @ozgesilla 

For the scenarioes you have described you will need to use two different features/settings in HubSpot.

1. With conditional property logic you force property completion based on a value of another property.
2. In order to enforce cartain deal information when deals are moved to specific stages you have to define conditional stage properties in the pipelines.

Frank