CRM

nicole388
Participant

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!

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Generate unique account/customer ID# via workflow?

SOLVE

Hi @nicole388,

 

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.

 

If you have the new Operations Hub Professional, this could also be achieved with custom code in workflows.

 

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

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Generate unique account/customer ID# via workflow?

SOLVE

Hi @nicole388,

 

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.

 

If you have the new Operations Hub Professional, this could also be achieved with custom code in workflows.

 

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

Beratungstermin mit Karsten vereinbaren

 

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

nicole388
Participant

Generate unique account/customer ID# via workflow?

SOLVE

I do have Ops Hub Professional so let me go ahead and investigate that. Thank you for that resource! 

christopher-RVO
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Generate unique account/customer ID# via workflow?

SOLVE

@nicole388  Does the ID have to be six digits?

If your ID doesn't have to be six values, you could just use the company record ID instead. 

 


Christopher Barnett - VP of Revenue at Aptitude 8