Generate a unique job number in Deals

Smart CRM & Sales Hub CRM
1

My team wants to be able to generate a job number, (assuming this would be a custom property), in a specific format in HubSpot whenever they create a deal. The format is XXYYZZAA where:

  • XX = two-digit year of when the job number is created
  • YY = two-digit month of when the job number is created
  • ZZ = two-digit day of when the job number is created
  • AA = two-digit sequential counter to separate job numbers when more than one is created on the same day. When you create a job number, it will be the AAth job number created that day.

Does anyone have a solution to this?

Thanks you,

Edmund

2

Hi @Edmund_Lam,

There isn’t a default feature in HubSpot to achieve this, unfortunately. It would require either a custom code action in a workflow (available in Operations Hub Professional) or a third party solution, e.g. Zapier and Google Sheets.

With the first options, a custom coded workflow action would keep track of the running number and populate a ticket property. Here a developer would have to code such an action.

With the second option, you would sync tickets into a Google Sheet using Zapier, populate the running number / code in the sheet and sync the tickets back into HubSpot, along with the code. You could for example get inspiration this Excel tutorial.

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

Best regards!

3

@karstenkoehler I love your second option. Let me give it a try. Thanks a lot.