Tickets & Conversations

CophieSollins
Participant

How do I create field that sets up a unique identify number

SOLVE

Hello, 

I'm trying to create a ticket property that creates unique Sequential ticket Numbers.

 

The field ideally needs to be a mixture of letters and numbers for example:

RMA-2021-001

RMA-2021-002

RMA-2021-003

RMA-2021-004

 

I can't figure out how to do it and make the ticket automatically create it each time.

 

Does anyone have a solution?

 

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

How do I create field that sets up a unique identify number

SOLVE

Hi @CophieSollins,

 

There isn't a default feature in HubSpot to achieve this, unfortunately. It would require either a custom code action in a workflow (available in Operations Hub Professional) or a third party solution, e.g. Zapier and Google Sheets.

 

With the first options, a custom coded workflow action would keep track of the running number and populate a ticket property. Here a developer would have to code such an action.

 

With the second option, you would sync tickets into a Google Sheet using Zapier, populate the running number / code in the sheet and sync the tickets back into HubSpot, along with the code.

 

Let me know if you have any follow-up questions!

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

How do I create field that sets up a unique identify number

SOLVE

Hi @CophieSollins,

 

There isn't a default feature in HubSpot to achieve this, unfortunately. It would require either a custom code action in a workflow (available in Operations Hub Professional) or a third party solution, e.g. Zapier and Google Sheets.

 

With the first options, a custom coded workflow action would keep track of the running number and populate a ticket property. Here a developer would have to code such an action.

 

With the second option, you would sync tickets into a Google Sheet using Zapier, populate the running number / code in the sheet and sync the tickets back into HubSpot, along with the code.

 

Let me know if you have any follow-up questions!

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

CophieSollins
Participant

How do I create field that sets up a unique identify number

SOLVE

Hi, @karstenkoehler can you recommend a developer who could do this for me?

0 Upvotes
LMeert
Guide | Platinum Partner
Guide | Platinum Partner

How do I create field that sets up a unique identify number

SOLVE

Hi @CophieSollins,

 

@karstenkoehler mentionned me you needed someone to develop that for you.
I can help you out if you'd like, feel free to send me a DM and we'll take it from there !

 

Have a good day,

Ludwig

Agence Mi4 - Data DrivenCTO @ Mi4
Hubspot Platinum Partner and Integration Expert

Passionate human, very curious about everything data and automation.

Any problem with Hubspot you need help solving ?

Let me know !