APIs & Integrations

HubSpotMaster
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Deal Naming Convention

Can you customize / create a naming convention when a new deal is created? 

By default when a new deal is created it is: Amount - Company - New Deal 

 

Is it possible to adjust the New Deal part via the API so I can drive consistent naming through my organization? 

 

Thanks

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cbarley
HubSpot Alumni
HubSpot Alumni

Deal Naming Convention

Hi @HubSpotMaster , When creating a deal through the API, you can create it with whatever name you want. For example, I named this deal in my account "12345": http://prntscr.com/nnyufv

 

If you see the deal name appear as Amount - Company - New Deal, its likely your API calls are creating the deals with those prescribed names. Let me know if I'm misunderstanding you but the dealname property can hold any string that you'd like it to!

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