Hi HubSpot Community,
Looking for some support to automatically assign a 4 digit customer number/code to a COMPANY record when a deal is closed won. We cannot use the HubSpot company record ID, as we also have a format (structure) being N+1 for existing customers.
FYI: We use HubSpot Pro
Many thanks,
Kerrin
Hi @KerrinBarker ,
Do you have Operations Hub Professional? If so I believe that you should be able to do this via a custom code action in a workflow.
Thank you,
 |
| Louise Hare she/her |
| Freelance HubSpot Expert |
| If my reply helped to answer your question please mark it as a solution to make iteasier for others to find! |
No we do not have Ops Hub. Are there any other alternatives?
Hey Kerrin,
i know this request is a little old. However, I still wanted to give some input which might be helpful! As Louise has already said, custom code action is only possible when you have the right HubSpot subscription level. We have run into this problem with our customers many times which is why we created an integration called “Generate Sequential Numbers” to help with this! There is a 14 day trial, so if you want to check it out feel free to look at the listing or our documentation! It might be of use since it creates sequential numbers and even allows you to add a suffix/ prefix and determine the length of the number.
Hope this helps!