Deals - Automatically Associate A Consecutive Number To Each New Deal

Trent

When creating a deal it would be good if there could be a 4 or 5 digit number automatically associated with the deal, (so the Hubspot system automatically associates it in a consecutive order) so that the deal can easily be referenced on all files etc of the deal, and it is easy to find in future. 

 

The issue we face is that we may have the same company, with the same contact, with very similar deals running at the same time (for different projects etc) so these are easily confused. 

 

Though each deal is automatically associated with a Deal ID (which appears in the URL), it is unsearchable, and it is an 8 digit number which is not so user friendly. It would be good to have a field with an auto number calculator or something similar, which is searchable, and auto added to each deal when it is created in a consecutive sequence.  

 

Could Hubspot add an 'auto-number-generator' as an option for deal creations? 

HubSpot updates
Re: Deals - Automatically Associate A Consecutive Number To Each New Deal - changed to: Delivered
Oct 30, 2018

Hello HubSpot Communty,

 

This is now available for all users - details are available in this Product Blog Post.

Re: Deals - Automatically Associate A Consecutive Number To Each New Deal
Oct 15, 2018

Hi @acumen - please see the post above, this is now live in all portals. The property is named "deal id" and it is on each deal! It is also searchable and sortable. 

Re: Deals - Automatically Associate A Consecutive Number To Each New Deal
Sep 6, 2018

Hello HubSpot community,

 

I'm happy to let you all know that Deal ID is now included as a property on all deals. This ID can be searched and used in views, just like any other property. The Deal ID is generated automatically when a deal is created, and will be created in sequential order. This ID is also uneditable. Please feel free to post on this thread if you have any questions! 

 

- Dylan  

 

21 Replies
Leigh_Simpson
Contributor | Platinum Partner

I'm looking for a solution to this too.  It is creating serious friction for two clients right now.

 

I've checked the solution, the Deal ID numbers are not sequential - 3576609470 and 3576276419 for two deals created 10 seconds apart, and the Deal ID is NOT searchable in the Deal table, only in the global search.

 

This should be simple to fix and is provided on so many other CRM systems.  I can't promote the virtues of HubSpot on one hand as the 'single source of truth' for your sales and marketing with the caveat "you need a spreadsheet to log your jobs against a deal ref".

 

Please get this sorted properly HubSpot