Company and contact info mandatory to create a DEAL

GLR

Hello,

 

I am just starting with Deals and I have an issue regarding the mandatory properties to create a deal. 

 

When Creating a Deal, I want my team to put the Company and the contact associated with the deal. Both information are Mandatory to create a Deal. Today this is not possible.

 

It seems like a no brainer to ensure team are never missing basic information in a deal.

 

Thank you

HubSpot updates
Status updated to: Not Currently Planned
Jun 8, 2020

Hi everyone,

I’m Joe, the Ideas Forum Manager.

 

At this time there are no plans to develop this Idea. There's actually a bit of a weird hiccup in the implementation. If an association is required to create a deal, and the associated object doesn’t exist, users could be trapped in a creation loop. 

 

I just wanted to provide a bit of clarity on why this isn't currently planned.

 

Best,

Joe

112 Replies
McGhee
Member

Has anyone figured out a way to Workflow tasks or internal emails when a Company isn't associated with a deal? I can do it for Contacts by enrolling deals if "Number of contacts" is equal to 0 but for the life of me I can't figure out how to do it for companies so far. Everything involved with this issue is incredibly annoying.

amandafann
Contributor

@McGhee You would think there'd be a simple way to do this, but the best work-around I've been able to come up involves a custom Deal property for Company; a Company-based workflow; and a Deal-based workflow: 

 

1) Create a Custom Deal property called "Company".

 

2) Create a Company-Based Workflow that copies the Company Name to the custom Deal property "Company."  (Trigger: Associated Deals is Known -- this allows for renrollment of the company since it should be triggered whenever that number changes--; AND at least one associated Deal has "Company" unknown. Action: Copy company property name to deal property Company.)

Copy Company Name to Deal.JPG

 

 

3) Create a Deal-based Workflow that checks if the custom Deal property "Company" is unknown. I recommend a 1 hour wait time to give your reps a chance to add the company on their own before getting a Task. Be sure to include the Unenrollment criteria to unenroll the Deal if Company becomes known. After the 1 hour wait, a Task is assigned to the Deal owner. 

No associated company.JPG

 

Hope that helps. 

 

Also ccing @sixsteps @Ocadman @Lucinda who were discussing similar solutions and may have discovered other workarounds. 

McGhee
Member

@amandafann Thank you so much!

AlexBenitez
Member

We also need this to move everything better at our organization.

Alex

ElinedV
Participant

In our case we would not necessarily need it when creating a deal, but at a certain stage of the deal pipeline our sales team should have completed all the associations (company, contact, line items, quote). This is really important for us from a compliance point of view. So would be good to have a check when moving the deal to a certain stage, like you can do with properties right now, without creating all kind of work-arounds using custom fields. 

CFandiño
Member

Es realmente necesario tener esa asociacion como obligatoria

CDefieuw
Member

Any idea when this will come in place - I'd like to be able to make Company and Contacts as a mandatory Field when creating a new Deal. It would help not just sales but marketing as well. 

TheDude
Member

This is causing issues for our organization. We just moved from Salesforce to HubSpot and I'm simply in shock that such a request can't be implemented. There are dozens of these threads that have been opened. This is simply the largest thread I've come across. 

This was first raised in 2017, give us the option to simply check a box that makes these two areas a reuqired field in order to "save" a new deal. 

Is this on the dev teams radar, or has it simply not been deemed important enough? Would rather know either way as we evaluate the continuation of HubSpot as I have a running list of "can't do's" forming.

Bruno_Teixeira
Key Advisor | Diamond Partner

Hello, this is very important for some business. It would be import to release this feature.

chrjen
Participant

No brainer on this request.

 

This has had many people requesting it over multiple years. I see these kinds of elementary feature requests that just get ignored by HubSpot. This is a mature platform that just misses in so many ways.

 

HubSpot, please stop ignoring these small but critical items.

Uusteri
Participant | Diamond Partner

Hello there, I am wondering how this is not actually a feature already. Companies should have the possibility to choose what information is required when creating a new record within their CRM. 

 

Very happy to see that associations can be made mandatory on custom objects. Could this be implemented for the other records too? 

 

I tried working this around via a custom property + workflow, and having the custom property as a required field within the deal pipeline. But unfortunately, the associated contact (not company) was the only available trigger from deal properties. Number of associated companies should definitely be a trigger for deal-based workflows too. 

 

 

RyanAbilar
Member

Looking at the most recent update from HS, I think the Hubspot team can at least consider standard object association if the reason for the hiccup is situated only when an "object' does not exist. The scenario presented initially is when a Deal record is created, and NOT having the option to make the properties, "Company" and "Contact' to be required during creation. We are on the same exact spot here. The "Company" and "Contact" objects are both standard objects which therefore exists in HS even from the time we signed up for a paid subscription. 
I hate to say this, but other leading CRM platforms offer this option with a blink of an eye. They also give you the option on which level "Any" field/property will be required (page layout, field level, etc). Perhaps you (Hubspot) would like to revisit this idea and start developing this feature natively.