Validation Rules

Hi everyone,

I would like to suggest that HubSpot's CRM/Sales platform require validations for fields. 

 

For example, my company wants to setup a validation rule so that a company name must start with a capital letter, or emails and first/last names must be required when creating new contacts.

 

Thanks.

12 Replies
stowers
Occasional Contributor

I agree - this should also carryover from form field entries, prompting an error code if a submitter enters specific field data as lower-case. For example, if we would like all first and last name and company names entered with the first letter capitalized, the submitter should not be able to submit the form until the error is fixed.

ck3000
New Contributor

You should be able to create validation rules based on certain perameters. For instance, in order for a deal stage to be "won" certain properties cannot be blank. 

 

ex. Property value cannot be blank if deal stage = won - throw error message when saving the record.

Lars_Krueger
New Contributor

Like validation rules by Salesforce, this feature will save the data quality for the whole org! 

IC
Regular Contributor

Validation rules for postal codes would be also great, so that users are only able to use numbers and no letters in the field and only a litmited amout of digits.

 

cristianneelyg
Occasional Contributor

This would ve very helpful and a really big feature that adds value for Hubspot users. There could be many cases when several people is creating contacts and companies, so rules for data validations can ensure Data Quality and make the data bases more useful and valuable for the long term. Please consider this along with the possibility of creating unique values. 

 

carlosalbertoq
Occasional Contributor

This is a great idea, maybe you can use a regular expresions generator.

Martina_15
New Contributor

Any update about this?

skblase
Occasional Contributor

Any updates on this?

 

JPowell1
Regular Contributor

Would love this to help manage pipeline process. 

Mahalakshmi
New Contributor

This would be best idea when hubspot provides validation for individual fileds like firstname,lastname(it accepts only characters and of fixed length,no special characters are not allowed) would provide better convenience to the user