Generate unique account/customer ID# via workflow?
SOLVE
Hi guys, I'm looking for the best way to add Customer/Account ID's to HubSpot. They would be a series of six randomly generated alpha and numeric values. My end goal is to push these into QuickBooks as well.
Example: A0FD76
Is there a way I can accomplish this via a workflow by setting this property when an account is first created? Thank you in advance!
Out of the box, this is not possible in HubSpot but there are workarounds. You could use Zapier to send contacts from HubSpot into a Google Sheet. In this sheet, you'd have to come up with a taxonomy/rule for how to create a code for each contact. You could for example get inspiration this Excel tutorial. With the newly generated code for each contact, you could send these contacts back into HubSpot.
Lastly, if you don't have a specific taxonomy you want to follow, the Record ID might suffice, too. Each record in HubSpot receives a unique ID which can only be occur once.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Generate unique account/customer ID# via workflow?
SOLVE
Hi everyone,
We are using HubSpot Sales pro and also require the creation of a unique 4 digit customer code to be assigned to a COMPANY with a closed won deal. We cannot use any HubSpot ID's for this as we have already been assigning client codes manually and these codes are used in other systems. Of course because we already have active customers - the numbering needs to continue sequentially as N+1. Any idea if this is possible?
Out of the box, this is not possible in HubSpot but there are workarounds. You could use Zapier to send contacts from HubSpot into a Google Sheet. In this sheet, you'd have to come up with a taxonomy/rule for how to create a code for each contact. You could for example get inspiration this Excel tutorial. With the newly generated code for each contact, you could send these contacts back into HubSpot.
Lastly, if you don't have a specific taxonomy you want to follow, the Record ID might suffice, too. Each record in HubSpot receives a unique ID which can only be occur once.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer