topic Re: 4 digit Number assigned to deal in Sales Hub Tools

4 digit Number assigned to deal

SHostetler — Mon, 04 Dec 2023 19:51:05 GMT

Hello,

I need help to assign a custom 4 or 5 digit number that gets created when any deal is created. This would function as that deal's record ID for our project management, Any solution would be accepted, ideally starting with a set number and each deal would get +1

Re: 4 digit Number assigned to deal

BSmith08 — Tue, 05 Dec 2023 00:29:43 GMT

Hi @SHostetler ,

A very similar question was answered in this thread.

Essentially there's nothing out of the box for this in HubSpot, you can use a tool like Zapier to send records to a google sheet, from there creating an ID for each row that starts at 0000 then increases by 1 for each row downward. Or you can look into custom code if you have Ops Hub Pro.

Thanks,

Ben

Re: 4 digit Number assigned to deal

karstenkoehler — Tue, 05 Dec 2023 05:13:52 GMT

Hi @SHostetler,

I've answered a similar question before here: https://community.hubspot.com/t5/CRM/Generate-unique-account-customer-ID-via-workflow/td-p/709521

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.

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