My goal is to create a custom number property that auto increases for each new created record. Lets say we want to generate a list of customer numbers starting with 100.
Lets make this simple and say that each new created contact is a customer in my example. Creating the first record would give the contact number 100. Next one created would have 101 and so on.
I know you can do a lot of math with the number property but is there an ability to auto increase the value from the latest created property increased by +1.
This isn’t possible out of the box in HubSpot because in workflows, HubSpot isn’t comparing records at all. You can increase a value that is already available on a record, but you can’t hand out running numbers to records as they enter a workflow.
Alternatively, you could also achieve this with Zapier, I think, sending contacts into a Google Sheets where they receive a running number and then back to HubSpot.
Basic functionality that should exist in any modern CRM that can only be “solved” by purchasing an additional £7000 per year subscription or connecting not one, but two third-party web applications.
Initially this is to a client that wants to get started with HubSpot and we dont want to push the operations hub pro initially for such a small business. We where looking for a basic property function to do the job. But I guess there is not - maybe its a topic for the ideas board.
I have the ability to do the job in an api call aswell (im a developer) so to me its actually easier to do the job myself rather than using Zapier and Google Sheets in this case. But for general usage that might be a way to solve it.
Keeping this open to hear from others if they have any ideas.
Hi Michael, I saw your thread on Hubspot community page and wondered if you found a solution and if you can help me with my issue. I am also wanting to add +1 number to a custom property in Hubspot. In this instance it is for Club Membership and the members need an auto generated membership number..
I have connected with you on Linkedin if you would like to discuss. thanks Lucy
Hey Hubspot, how about allowing access the to object ID in the reporting if we can’t do an autonumber? I don’t want to do an export the database each time I need a unique field to tie new imports back to. I want a unique field in my reports. Not all my items will have an e-mail address
Hi Folks, you can do this in workflows. @MichaelC you can have a trigger that every new contact should use in the workflow. Have a number property called “Contact count or Lead count” then use the “increase or decrease property value” in workflows. Attached are screenshots for reference. Hope this solves the issue for you and similar others.
Hi! Thanks for your feedback! I tried this but it don’t set a unique numbers, it only add “1” in every new deal I create for example. I would like it to count. So every new deal I create should get a “Order number”, the first deal get “1” the second “2” etc. So a unique number for each deal. Now there are only record id which are random numbers.
Hi there, we have built an app for the marketplace that allows you create infinite calculations. In this case, you can easily enrol the object, build the calculation to take your property and add +1 to it and save the result in the property. Feel free to check it out here here: HubSpot Marketplace
So I found a way to get this done within Hubspot (despite Claude telling me it can’t be done). I used 2 properties in HS Projects and a simple workflow to get this done.
We wanted to auto-increment the Deal and Ticket number upon creation
If someone needs it, I’ll be happy to share the solution here.
Created a Project called Counter and added 2 properties - Deal Number and Deal Number at Creation (defaulted to 0), both unformatted
Deal Properties - added property - Deal Number (default to 0), unformatted
Created workflow - when a deal is created, associate every deal to the Counter project (you need to match “Deal->Deal Number” to “Project->Deal number at creation”
Then copy the Project->Deal Number to Deal->Deal number