I'd like to be able to create a custom Deal Id that stays in sequential order when creating a new Deal. Looks like the deal id's currently create sequentially but for all HubSpot users? We use the Free version so calculations are not an option so I'm stumped on what we can do. Any help would be great!
Unfortanately I don't know of a great option for you. You won't be able to modify the automated deal ID. You may have to create a new custom property for your internal deal id and manually increase the ID number.
Some of our clients also use the deal name to reference their internal deal ID. This may also reference another system not connected to HubSpot. For example, an ID pulled from their ERP system or accounting software.
Josh
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Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer
Unfortanately I don't know of a great option for you. You won't be able to modify the automated deal ID. You may have to create a new custom property for your internal deal id and manually increase the ID number.
Some of our clients also use the deal name to reference their internal deal ID. This may also reference another system not connected to HubSpot. For example, an ID pulled from their ERP system or accounting software.
Josh
Did this post help solve your problem? If so, please mark it as a solution.
Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer