Association Label for Contacts on Deals

[LDeniz]

I want to make association labels on contacts associated with Deals Mandatory when a deal gets to a certain stage in the pipeline i.e., when the deal is at a late stage, there must be a contact associated with the deals that has an "Economic buyer" label attached to it. Is this possible and if not, what work arounds do people suggest?

[karstenkoehler · Accepted solution]

Hi @LDeniz,

As far as I know, this is not possible yet. It's probably close, considering that there is also a private beta for 'Required Association Labels for Manual Record Creation'.

Until this arrives, here's how I would approach this:

1. Create a custom deal checkbox property "Economic buyer associated"
2. Make this property view only: https://knowledge.hubspot.com/properties/restrict-view-edit-access-for-properties
3. Create a deal-based workflow that enrolls when the "Number of associated contacts is known", enable re-enrollment for this trigger
4. Set up a branch that checks whether the deal is associated to any contact where "Create date is known" and where the association corresponds to your "Economic buyer" association label
5. In the left branch, set the property value for the property from step 1 to yes
6. Make the property from step 1 mandatory in the late deal stage(s): https://knowledge.hubspot.com/object-settings/set-up-and-customize-your-deal-pipelines-and-deal-stag...

Since it is view-only, users cannot edit it themselves - it will be required however and only set by workflow when the economic buyer is associated.

Keep in mind that the contact might be unassociated or the label changed. If this is a concern, then the workaround gets more complex.

Let me know if you have any follow-up questions!

[LDeniz]

Hi there,

Thank you for the original solution! Could you please provide the workaround if the association label is cleared or changed. We implemented the original solution but are now running into errors.