Form Data Validation

[danielle423]

I need to put stronger data validation in place on my forms. Hubspot 1) doesn't allow me to set validations on Hubspot standard fields 2) The field validation rules are not applied to forms.

What form solution do you use (that integrates well with Hubspot) that allows you to have data validation? I'm looking to restrict certain characters from fields, enforce that phone numbers contain numbers, etc.

[danmoyle · Accepted solution]

@danielle423 I'd agree with @DianaGomez that custom code and the Forms API could help. 

As for non-HubSpot form solutions, I've seen Formstack used quite a bit and the integration seems like it's a good one. 

• Formstack's HubSpot integration info 
• HubSpot's Formstack integration info

Less "good" I've seen is Gravity Forms. But it may also be a workable solution. 

[karstenkoehler · Accepted solution]

Hi @danielle423,

Good news, both is now possible 🙂

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Forms

CRM & Live Validation on Forms

August 6, 2024

What is it?

To help maintain consistent and accurate data in your HubSpot account, you can set rules for custom text and number properties. When validation rules are set for a property, users must meet the property's requirements in order to save a value. The same validation rules are now applied to visitors filling out Forms.

We've also added Live Validation, which means visitors can immediately see where the format of their input needs to be corrected, making it easier to complete Forms and helping to maintain consistent and accurate data in your HubSpot account.

If for any reason, you prefer to only apply validation when users submit a Form, you can override the default behaviour by navigating to Settings > Tools > Marketing > Forms > Submission Settings and toggle off the Enable live validation of form fields setting.

Why does it matter?

To help maintain consistent and accurate data in your HubSpot account, you can set rules for custom text and number properties.

Live Validation on Forms provides real time feedback to visitors while the user is filling out the form allowing them to fix any issues right away

How does it work?

For example, you could create an Order Number text property where values can only contain numeric characters, or create a Payment amount number property where values can only contain up to two decimal places. These rules will now be applied to properties to Forms.

Live validation will provide visitors with immediate feedback where the format of their input needs to be corrected e.g. "enter a number with no more than 2 decimal places"

Who gets it?

All hubs and tiers, Marketing Enterprise, Marketing Pro, Marketing Starter, Marketing+ Enterprise, Marketing+ Pro, Sales Enterprise, Sales Pro, Sales Starter, Service Enterprise, Service Pro, Service Starter

Learn More:

Learn more on the Knowledge Base

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You can access the public beta here:

Best regards

[bw-adb]

Hi Karsten, 

What is the rule for applying this logic to the pre-existing properties and forms in the legacy editor? Can we apply this retrospectively to all the content we've already built in HubSpot?

Thanks,

[SauravWorkHack]

Hi @danielle423,

I understand that not having validations for fields can create a lot of noise in the CRM. Keeping this in mind, at WorkHack, we're building AI-powered forms for HubSpot users.
Using our forms, you can set up custom AI validations on form fields that ensure you get the required qualified data from leads before pushing them to the CRM.
Since we have a one-click integration with HubSpot, you can map each field of the WorkHack form to the HubSpot CRM.

Would love to show you a quick demo of our product 🙂
You can read more about the product here - LINK
Feel free to book my calendar for the demo - https://calendly.com/sauravworkhack/book-a-demo

Regards,

Saurav

[danmoyle · Accepted solution]

@danielle423 I'd agree with @DianaGomez that custom code and the Forms API could help. 

As for non-HubSpot form solutions, I've seen Formstack used quite a bit and the integration seems like it's a good one. 

• Formstack's HubSpot integration info 
• HubSpot's Formstack integration info

Less "good" I've seen is Gravity Forms. But it may also be a workable solution. 

[DianaGomez]

Hi @danielle423,

I hope you are doing well!

I apologize for any inconvenience, but currently, HubSpot does not have the specific type of validation functionality you are looking for. However, there is a possible solution. It would require custom coding and may involve using a non-HubSpot form. Once you validate the data externally, you can then submit it to HubSpot using the Forms API. You can find more information and documentation on the Forms API at the following link: Submit data to a form.

I fully comprehend the advantages of having such functionality, which is why I'd love to suggest that you consider casting your vote for these ideas in our ideas forum: Form Validation and creating URL-based fields for object properties It's an excellent way to draw attention to it. The more votes an idea receives, the greater the likelihood of it being reviewed by our product team for possible implementation.

On the other hand, I would like to encourage some of our experts to share any suggestions or perhaps if they have created something similar that could help you.

Hi @danmoyle, @Olivia_Bagnall, @JuanGomez0818 Do you happen to have any suggestions for @danielle423?

Thank you for your contributions 😊

All the best,

Diana