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Required field enforcement on company creation (domain, industry)

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Professional.

9 steps
Per-hub plans: also Marketing Hub Professional

On per-hub plans, one of its steps belongs to another subscription: add to static list needs Marketing Hub Professional. Both are required to build it as written. On seat pricing the edition covers both.

Updated for HubSpot seat pricing
OutcomeNew companies missing a domain or an industry value are flagged and routed to a cleanup queue instead of sitting incomplete through their first reporting cycle.
Workflow mapdata-quality-009
Company created leads to Domain and industry present?. Domain and industry present? leads to both missing: Flag: Missing domain and industry + list + task; domain only: Flag: Missing industry + list; industry only: Flag: Missing domain + list; both present: Flag: Complete. both missing domain only industry only both present Company created Domain and industry present? Flag: Missing domain and industry + list + task Flag: Missing industry + list Flag: Missing domain + list Flag: Complete
Company created leads to Domain and industry present?. Domain and industry present? leads to both missing: Flag: Missing domain and industry + list + task; domain only: Flag: Missing industry + list; industry only: Flag: Missing domain + list; both present: Flag: Complete. Company created Domain and industry present? both missing Flag: Missing domain and industry + list + task domain only Flag: Missing industry + list industry only Flag: Missing domain + list both present Flag: Complete

When to use it, when not to

Use it

  • Use it when reps create company records manually and skip fields that later reporting and segmentation rely on.
  • Use it when import processes bypass form validation and create sparse company records.
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Skip it

  • Do not use it expecting it to block record creation. Workflows react after a record exists; they cannot prevent creation. For hard blocking, enforce required properties at the point of creation in your CRM's record-creation settings where supported (check in your portal: whether a company-create required-property enforcement exists outside forms in the current UI).
  • Do not use it for revenue or employee count completeness. That is a broader completeness check, see data-quality-022 for a scored version across several fields at once.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 4 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 9 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 4 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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