No way to require company or contact when creating a deal

[hellokyliep]

Why is there no way to ensure that a company or contact is associated with a deal? How can I ensure accurate data when any user can create a deal without an associated company or contact? I thought I made this a requirement in the set up for deal creation but apparently, this isn't: 

All official resources point out that you can set up associations and sync them with other systems, but there is no feature or setting to enforce those associations as mandatory during deal creation. Data syncs, integrations, and association mappings help keep relationships intact when syncing with other platforms, but those are not the same as upfront, in-app enforcement

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This means the primary options have to remain:

Training and process reminders for users about the need for these associations
Using automation or regular reporting to check for compliance (and prompt corrections)
But there’s no way to strictly enforce or block creation at the form level through HubSpot’s settings. This is a known limitation.
In summary: HubSpot has rich association capabilities, but does not provide the “required relationship” data integrity enforcement you’re seeking for deals at the point of creation

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[karstenkoehler · Accepted solution]

Hi @hellokyliep,

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@hellokyliep wrote:

Why is there no way to ensure that a company or contact is associated with a deal?

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This is possible 🙂

https://knowledge.hubspot.com/forms/create-and-edit-forms

If this is not enforced correctly, that would be a bug which I'd recommend flagging with HubSpot support directly in-app via chat or email.

Best regards