CRM

NicoleHsiao
Participant

Deals

SOLVE

Hi 

How can I use Deal Name to be the unique key for Deals?

NicoleHsiao_0-1695869083862.png

 

 

0 Upvotes
2 Accepted solutions
JWingate2
Solution
Guide | Elite Partner
Guide | Elite Partner

Deals

SOLVE

Hi @NicoleHsiao , 

 

To my knowledge, the unique identifier (Record ID) for Deals cannot be changed. 

View solution in original post

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Deals

SOLVE

Hi @NicoleHsiao,

 

This is currently not possible. The deal name isn't unique by default and HubSpot validation rules only allow for setting uniqueness during creation.

 

What do you want to achieve by making the deal name unique?

 

If you want to deduplicate deals by deal name, for example, you could look into third-party integrations like Insycle. https://ecosystem.hubspot.com/marketplace/apps/marketing/data-management/insycle

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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View solution in original post

2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Deals

SOLVE

Hi @NicoleHsiao,

 

This is currently not possible. The deal name isn't unique by default and HubSpot validation rules only allow for setting uniqueness during creation.

 

What do you want to achieve by making the deal name unique?

 

If you want to deduplicate deals by deal name, for example, you could look into third-party integrations like Insycle. https://ecosystem.hubspot.com/marketplace/apps/marketing/data-management/insycle

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

JWingate2
Solution
Guide | Elite Partner
Guide | Elite Partner

Deals

SOLVE

Hi @NicoleHsiao , 

 

To my knowledge, the unique identifier (Record ID) for Deals cannot be changed.