I need a method for creating an alphanumeric sequential numbering system in Deals. I would like the Deal # to increment each time a Deal is created. The Record ID is not useful.
Hi @JBernath,
Unfortunately, this is currently not possible out of the box. Here is how you could approach workarounds:
Use Zapier to send deals from HubSpot to a Google Sheet, assign a running number in the Google Sheet, send the deals back to HubSpot and map the running number to a custom property.
Create custom code in Operations Hub Professional. While “vanilla” workflows can’t count, they can with custom code. This would require the Operations Hub Professional license and a developer.
Hope this helps!
Hi Karsten,
This is far from an acceptable solution.
I’m quite shocked that HS doesn’t have a property type for sequential numbering.
It seems to me that this is standard fare in most CRM sysytems for Deals, Tickets, Invoicing, etc.
While the workaround you have suggested will work, I’d be hard pressed to understand why such a simple functionality (surely the basic code is publically available) can’t be quickly turned around by the HS Dev team.
Hey! Matt from Unmatched here.
We’ve built an app for this! Sequential does exactly what you’re looking for, it adds a sequential number onto a deal when it’s created (or whatever your workflow criteria is).
Here’s the link to the App Marketplace Listing.
Enjoy! Any questions, please reach out to me on LinkedIn or via our website.
Matt
Matt,
Does Sequential work with Quotes?
Hey there! Can’t say if Sequential works with quotes but maybe you want to check our app Generate Sequential Numbers which can do exactly that and doesn’t follow a subscription logic in which you have to pay more for more - For more info on what the app can do, you can check the marketplace listing , look at our documentation or simply ask us via apps@baskey.eu! We are always happy to help, so don’t hesitate to contact us!
I recently achieved something similar with sequential numbering of the custom objects upon creation. This is achievable by creating a private app and using the HubSpot API. The search endpoint returns a JSON with a total of records. Adding formatting to the workflow to add 1 and save within the property. Happy to share code examples if it helps.
Hi Daniel,
I am not a developer but I would like to give it a try. Kindly point me to resources I need to read up on and share the code 
Hi Daniel,
I would be interested in this too if you could share code?
Hey @DanielJeal , would you be open to sharing the code?
Good afternoon Daniel,
If at all possible, I would appreciate the code example if you still have a format. I am currently writing for sequential numbering for project numbers using a specific mapping to pull from for our job codes. A similar app we use does this but having it done in HubSpot could save us money and time. All the best, - Trevor B
Hi @DanielJeal , Would you be kind enough to share the code? We are trying to find a solution and to avoir paying a third party (secutiry reason) to have this option.
Hey! Matt from Unmatched here.
We’ve built an app for this! Sequential does exactly what you’re looking for, it adds a sequential number onto a deal when it’s created (or whatever your workflow criteria is).
Here’s the link to the App Marketplace Listing.
Enjoy! Any questions, please reach out to me on LinkedIn or via our website.
Matt
Hi Matt,
Thanks for sharing. I suggested this to our prospect.
Has anyone been able to setup Zapier to do this? I’m really struggling to do it. Thanks.
That’s really a shame that such a basic thing cannot be implemented without having to rely on expensive external serivces or extra packages. It’s really a down point for Hubspot.
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.
@kejal I’d love to hear how that’s been set up