Implement HubSpot's New Property Validation Rules

HubSpot's new property validation rules are a valuable feature that can help ensure the accuracy and consistency of data entered into specific fields. These rules can benefit your business by saving time, preventing errors, and maintaining compliance with regulations.

What are Property Validation Rules?

Property validation rules are a feature of HubSpot that allows you to set specific requirements for data entered into certain fields. Some popular examples include:

• Phone Number Validation: Ensuring that phone numbers entered are in the desired format and have the correct amount of digits.
• Date Validation: Ensuring dates entered are in the desired format and fall within a specific time frame.

How Can Property Validation Rules Benefit My Business?

First and foremost, it helps ensure that your data is accurate and consistent, which can save you time and prevent errors down the line. Additionally, it can help enforce company standards and best practices, ensuring that everyone on your team follows the same guidelines. This is particularly important if multiple people enter data into the same system.

Another benefit of property validation rules is that they help maintain compliance with regulations such as CAN-SPAM and GDPR. By requiring certain fields to be filled out or certain formats to be used, you can ensure that you collect data in a compliant manner.

How to Set Up Property Validation Rules

First, navigate to the "Settings" tab and select "Properties." From here, select the “Create property” button.

Once you enter your basic information, you will be asked to select a "Field type". This selection determines whether validation rules are available in the following steps. Validation rules are not relevant for every "Field type". They are only applicable to "Single-line text," "Multiple-line text," and "Numbers" field types.

If validation rules are relevant to your selected field type, you’ll see a selection for validation rules.

Different field types display different validation rules, including:

• Require unique values for this property
• Set minimum character limit
• Set minimum value limit
• Set maximum character limit
• Set maximum value limit
• Restrict to numeric values
• Don’t allow special characters
• Limit the number of decimal places

Once you have set up your validation rule, click "Create" to apply it to your property.

Get the Most Out of HubSpot

By utilizing HubSpot’s new validation rules, you can further utilize HubSpot’s time-saving features and improve the consistency of data.

If you're looking for expert advice, our Certified HubSpot Trainers are HubSpot pros and can help guide you.