Data consistency in your CRM starts at the point of entry, and HubSpot's latest update addresses this crucial need. The platform has extended its property validation rules to work directly within forms, creating a more robust data collection process.
The new feature automatically applies your custom validation rules for text and number properties to form submissions. When users interact with your forms, they receive immediate feedback if their input doesn't match your specified criteria. This includes validations like numeric-only fields, character limits, and decimal restrictions.
For instance, you can now enforce specific formats for fields like:- Order numbers that accept only numeric characters
- Payment amounts with exactly two decimal places
- Postal codes matching your required format
- Revenue fields with specific validation rules
The system offers flexibility in implementation. If real-time validation doesn't suit your needs, you can disable it and have the rules apply only upon form submission. This customization ensures the feature aligns with your user experience preferences.
By catching errors as they happen, you’ll save time on manual clean-up, maintain more reliable CRM data, and provide a smoother form-filling experience for your customers. The result? Better workflows, sharper insights, and a more efficient team.
Do you have any questions?
Need help navigating HubSpot’s campaign tools? Feel free to reach out by sending an email to hubspot@actuado.com.
