Deals - Automatic Sequential Numbering

[JBernath]

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.

[karstenkoehler · Accepted solution]

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!

[FWboxergy]

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.

[FWboxergy]

Has anyone been able to setup Zapier to do this? I'm really struggling to do it. Thanks.

[Unmatched]

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

[Raffy]

Hi Matt,

Thanks for sharing. I suggested this to our prospect.

[DanielJeal · Accepted solution]

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. 

[smozingo]

Hey Daniel, would you be open to sharing the code?

[CGraham44]

Hi Daniel,

I would be interested in this too if you could share code?

[Raffy]

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 🙂

[karstenkoehler · Accepted solution]

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!

[DKnapton]

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.

[Unmatched]

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

[stephanhokanson]

Matt, 
Does Sequential work with Quotes?