More and more we're building workarounds to require associations & labels. The utility of both is hampered by the inability to require their existence on deals (for example, but other types of pipelines we have the same needs such as tickets & some of our custom objects that have pipelines).
Here are two use cases and the messy workarounds:
The ability to require a contact & a company be associated with a deal feels like functionality that is missing and should exist. No CRM customer ever has sold a deal that didn't have a customer or a contact, and no B2B company in history has ever sold without a company and a contact. This is one of those features that has me shaking my head.
The ability to require a custom object association or to require an association label feel less like gaps than temporary gaps since the products themselves are both new, but eventually it will feel like a big gap.
Also, association labels on custom objects would be awfully nice also (for contacts & companies) and at least at our company, every one of our 4 custom objects would benefit from being able to flag associations.
2 cents. Hope y'all implement these 🙂
I couldn't agree more!
Enforcing associations of Contacts, Companies, and Deals is a very old community request. Check out this Idea from 2017 with almost 500 Upvotes: https://community.hubspot.com/t5/HubSpot-Ideas/Company-and-contact-info-mandatory-to-create-a-DEAL/i...
Adding Custom Objects to that list makes total sense.
In addition, Association Labels are a very powerful new feature. Unfortunately, like many new features, they fall short in flexibility and customization (for the time being). Without a way to enforce association labels, CRM data will never be bullet proof, which makes the labels quite useless for now.
Would love to see this! 🙂
Very critical stuff! Definitely should be implemented asap.
Yes please help us make contact x deal association labels mandatory.
It is important to see the overlap between job functions (job role) and association labels (deal role) to optimize GTM strategy.
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