Quick tipHow toSmart CRMSales Hub

Choose the fields reps see when creating a HubSpot record, and make some required

The create panel is where bad data starts. Put the fields you need there, and require the few that matter.

Subscription
Required fields and associations need Starter or above; custom object create panels need Enterprise
Permissions
Super Admin or object settings access
Time
4 min · Beginner
Last verified

Short answer

Settings, Objects, pick an object, then Customize the 'Create [Object]' form. Add the properties users should see when creating a record by hand, and mark some required. HubSpot's KB says Starter, Professional or Enterprise is needed to make properties and associations required, Professional or above for association labels, and Enterprise to customize the create panel for custom objects. Some properties are always required, such as ticket name, pipeline and status.

1. Where

Go to Settings > Data Management > Objects and select the object. The Setup tab links to the create form.

Objects settings for Contacts with a Customize the Create Contact form link
Pick the object (2) and open the create form settings (1).

2. Edit the form

  • Search or expand a section in the left sidebar and select properties to add.
  • Hover a property and click the required icon to make it required.
  • Required associations make reps link a company or deal before saving.

3. Keep it short

Keep required fields to the few that reporting depends on, such as lifecycle stage or deal source. Records created by imports, forms and integrations do not use this form, so validate those separately.

Sources

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Still stuck?

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