Add contact as a property to be required when creating a deal

I'd like to see contact as a required option when adding a new deal. When adding a deal, you can search contacts and add, but we'd like to see this as an option to require sales team to add the contact before the deal can be added. I'm thinking this should be an easy add since you've already built the required option?! This helps prevent sales team from just entering bare bones info to get the deal in the system and forces a contact associated with each deal. As is, if contact not added when deal created, you have to go back to the company and look up the contacts.

 

Thanks!

HubSpot updates
13 Replies
cdellen
Regular Contributor

I agree! Would be super helpful in our use case if we could require this information when a deal reaches a Won/Loss State.

AnnaSeattle
Occasional Contributor

We'd like to see company with the ability to be a required field when creating a deal. We sync HubSpot with our invoicing and use it for reporting, and if a company is not attached, a deal can slip through the cracks. 

DBuckleyLeadG2 Occasional Contributor | Platinum Partner
Occasional Contributor | Platinum Partner

 Yes yes yes! We absolutely need this. It's a major issue that management doesn't have the option to require this and can end up leaving pipelines messy and incomplete. 

JessTSC
New Contributor

We have several workflows set up based on deals moving to particular deal stages. Because of this, it would be incredibly helpful to our business process to require company and contact on every deal so that every contact that qualifies gets enrolled into the correct workflows within the correct timeframe.

StephenDB
Regular Contributor

Yes, we absolutely need this!!!!!  And not only the contact, but also the company field!!!!  We should have the ability to make these required, and move them to the top of the pick list when creating deals.  Conversely we should be able to remove a field like the 'products' field if it is not used.  The company field value is needed to associate the deal with, and without it accuracy of reporting breaks down.  I CANNOT BELIEVE THIS IS CURRENTLY NOT FEASIBLE!!!

sunilbv
Visitor

I really am a Hubspot fan. I have tried almost 15 CRMs out of which, I am using 3 including Hubspot side by side before final selection. But this one point is out of my understanding. You know, Pipedrive, Zoho, Bitrix24, and many others have the feature described above. It really offers seamless data entry. I dont know why it is like the way it is and not even customizable. It really saves my seconds or the user seconds. 

Juuso
Occasional Contributor

Yes please! 

anatk1981
Visitor
HubSpot Employee
HubSpot Employee

This feature would help us provide more customized options for sales teams - especially for sales teams that have more structured requirements for their sales representatives. 

Bettinarf
Top Contributor

I have the same request!!!!

I thought about creating a workflow alert to let the sales people know when there is a deal that was created without a contact and or a company, but I had the same problem, I can't add these properties to the workflow!

There is also another idea talking about this issue: https://community.hubspot.com/t5/HubSpot-Ideas/Associated-Contact-and-Company-required-when-create-a...

 

yatishm
Top Contributor

Agreed ... I searched around a bit on this and it seems that one can create Deals with no associated Contact or Company. I can see some use in this as well. 

 

Perhaps this can be an account wide setting for Deals. I.e. Account admins should have the ability to set whether at least 1 Contact and or Company needs to be associated when creating Deals.

 

Hope there is some feed back on this soon. Thanks in advance Smiley Happy

Bettinarf
Top Contributor

We have created a workflow that notifies the deal owner when a deal is created without a contact.

Within the alert they get we let them know that the company also needs to be filled. 

This is the solution we have found until now. 

Best regards,

Bettina

Brycelbrewer
Regular Contributor

HubSpot Team,

 

Where are we at with this one?  It is a very simple feature that we need to have data integrity on our deals and to ensure our follow-up process is successful.  I ended up having to create a workflow that creates a task for the deal creator if there is no contact present but it would be much simpler to make it required and be done with it. 

 

Any field that is available to the deal creator to input should be a field that we as users can require to be entered.  Why are our hands being tied in our unique deal creation processes??