How to Create Primary Key in HubSpot

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Create primary keys in HubSpot and simplify data management, with information more relevant to your business. Posted inMay 9, 2022 by NA5 Labs: HubSpot Experts The HubSpot platform allows you to create single-valued properties for Companies, Deals, Tickets, or Custom Objects fields . That is, properties defined as text or numbers cannot be repeated in more than one contact! For anyone working in a database, it's as if you were defining a primary key or a unique index . While the Duplicate Contacts Management Tool offers a practical solution for cleaning up the Contacts dataset, the functionality that defines unique values for other HubSpot datasets allows managers to prevent duplicate data from being entered, such as CNPJ in this case. 

From Company properties , Invoice number on a Business property, or Contract number on a custom object. The functionality to set a HubSpot property to a unique key is available to all HubSpot users with permission to edit properties, in any plan and module. Special care for a primary key in HubSpot Single value in HubSpot properties has some limitations that we need to be Austria Email List very clear on: Contacts object properties cannot be set to a single value, with the e-mail property being the key field in Contacts; Only properties under “Single Line Text” or “Numbers” can be set to single value; Only new properties can be set to single value. Existing properties cannot be edited to contain this condition. However, you can create an automation to copy the values of an existing property to the new single-valued property; There is a limit of up to ten single-valued properties per standard CRM object Deals, Tickets, Companies. 

For Custom Objects the limit is two properties with a single value. How to Create a Primary Key in HubSpot CRM It's super simple to set properties to single values. You just need to follow this step by step: In the Main Menu , select the button “ ⚙ ” (Settings) which is in the upper right corner; In the side menu, click on “ Properties ”; Then click on the “ Create Property ” button; In the property editor, select the option “ Require each value of this property to be unique ”. hubspot-unique-value From then on, HubSpot will prevent the same value from repeating in more than one property. If any user tries to replicate it, the message below will appear and the registration will not be registered. primary-key-hubspot With unique value properties, data management is easier and the possibility of human error is drastically reduced.