Deal Number Generator

mfinocchiaro

We need a systematic way to create a "Deal Number" containing letters as well as sequential numbers. These are based on which business unit creates the deal, the year the deal is created, and then a sequential number to create a unique identifier for each deal. For example, one deal number would be XYZ20171234, the next one created in that BU would be XYZ20171235, etc.

9 Replies
JoachimP
Member

Today, I also asked the support for such a feature, since it is not in HubSpot and would be an easy one to implement.
The suggestion to use the DEAL identifier from the URL is not really practicable.

Actually we will develop such a generator within SharePoint. Even we could handle such a solution it´s really not sexy!

hilaryb
Member

We are looking for something similar!  Using the long system ID is not a long term solution for us.

DanCvet
Member

Agreed with above - would require:

Prefix Options
Incremental Numbers

i.e. MW-00134, MW-00135, NS-1083, NS-1084

 

Please help!

javieryebenes
Contributor

I would love to be able to use this as well as we would like to assign a number to a new deal that enrolls in a workflow following a number sequence. Once deals are reviewed and meet certain criteria, we would love to automate a number modification to another sequence depending on the category or other features.

 

I tried this by making a calculation using the "Deal ID" but unfortunately we have several products and pipelines from different departments in Hubspot and this would work.

JRomero
Member

Same here. We started using the DealID at the beginning but the fact that it's not consecutive and that it's not customizable is making this a nightmare. To give more context, the deal numbering goes also into file naming for everything related to a given deal and it's making the search very difficult...

 

 

As this is a request that has been going over for years, it should be the time that it's really solved.

romi
Contributor | Elite Partner

If the number is based on the number of deals for a given company, you could use the following tool with the Associated Deals property to create a specific coded structure:

https://ecosystem.hubspot.com/marketplace/apps/marketing/marketing-automation/integration-agent-conc...

 

To implement:

  1. Create Deal Reference property on the Deal
  2. Create any other properties that will make up the Deal Reference, e.g Deal Number, Company Shortcode
  3. Create a Company workflow to copy the Company Associated Deals property to the Deal Number property and any other data if unknown when a Deal is created
  4. Set up the Property Concatenator to update the Deal Reference property with the relevant text, e.g. {deal.company-code}{deal.deal-number) would come out as HUB12 when creating the 12th deal against a company who has a company code of HUB
JRomero
Member

Hi Romi,

 

Thanks! My question was for a general consecutive number, regardless of the company.

It would be useful that you could set it to start at any given number (I'm thinking of numbers that may reset each month/year)... Any idea if there is a similar tool that is not connected to companies?

dmaxwell
Participant | Partner

Curious if there are any updates on this one... looking to create SalesOrders directly in HubSpot and then transfer to ERP system afterwards, but needs to be unique, machine generated with a given alpha numeric combination. 

 

Any insight, greatly appreciated.

Thanks,
Dave

romi
Contributor | Elite Partner

We still have not seen any OOB solutions for this.

 

We have had this requirement now for a few clients where there are specific rules around the structure of the unique number or it is a straight consecutive number as suggested.

 

We have achieved this using custom code in workflows using Ops Hub Pro - and we also have an externally hosted solution if you don't have Ops Hub and the budget doesn't stretch to this.

 

We will likely put our externally hosted tool on the marketplace at some point, but if you need a solution sooner we could set something up for you, just give us a shout  at hypeanddexter.nz