We are in the process of tidying up our HubSpot database and we want to use account numbers from our app as identifiers within HubSpot.
Where there is only one account number for a company this is simple with a custom property. However, where multiple contacts assigned to one company have created different account numbers, we want to pull through all account numbers to the company. Is there a way to add multiple account numbers into one property, or dynamically create additional properties where multiple values exist?
To handle multiple account numbers for a single company in HubSpot, you can set it up like this:
Create a Custom Property: Start by creating a custom property for storing the account numbers. Name it something like "Account Number 1" and set the field type to a single-line text.
Consolidate Account Numbers: If you have multiple account numbers for a company, you can use this property to consolidate them. One way to do this is to concatenate all account numbers into a single string, separated by commas or another delimiter, and store that string in the "Account Number 1" property.
Update Records: For each company, you’ll need to manually or programmatically update the "Account Number 1" property with the combined account numbers from your contacts.
If you need to track more than one set of account numbers, you can create additional properties like "Account Number 2," "Account Number 3," etc., depending on how many distinct sets of account numbers you need to store.
To handle multiple account numbers for a single company in HubSpot, you can set it up like this:
Create a Custom Property: Start by creating a custom property for storing the account numbers. Name it something like "Account Number 1" and set the field type to a single-line text.
Consolidate Account Numbers: If you have multiple account numbers for a company, you can use this property to consolidate them. One way to do this is to concatenate all account numbers into a single string, separated by commas or another delimiter, and store that string in the "Account Number 1" property.
Update Records: For each company, you’ll need to manually or programmatically update the "Account Number 1" property with the combined account numbers from your contacts.
If you need to track more than one set of account numbers, you can create additional properties like "Account Number 2," "Account Number 3," etc., depending on how many distinct sets of account numbers you need to store.
