HubSpot Ideas


Pipeline - Require Object Association and/or Labels

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:

  1. We want to require that a contact with a label exists to be in a specific stage (e.g. require at least one contact with the "Champion" label to be in the "Consideration" stage. Our solution to this was a custom boolean field "Has Contact Champion" and a workflow that sets the value based on whether a contact is associated. We then require that this field be set, but we restrict the ability to set the field so our reps can't move a deal unless a champion is associated. It works fine but it is at it's core a cludgy workaround that is prone to breaking if we add/change stages or add/change labels.
  2. We wan to require that a company is associated with a deal - similar solution. We could use a calculated field here, but then we couldn't use access permissions to a field as a mechanism to prevent moving a deal to a stage.


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 🙂

4 Replies
Top Contributor

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:

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.


Hi, we also need this feature as many of our upcoming workflows after a phase change are dependend on that associations. Please take a look into that feature.