Workflow with dates in HubSpot help

OBetzalel — Thu, 28 Mar 2024 12:14:21 GMT

Hi,

I want to create a logic as follows:

We don't have the operations hub professional so we can't create a scheduled workflow.

We have a field named: Inactive date (Date field) and another field - Inactive condition (Checkbox - Yes, No).

We want to set automation that if the 'Today's Date' < 'Inactive date' (Trigger the automation with someone changing the value), Than the Inactive condition changes to "Yes", becuase it is still Inactive (The field: "Inactive date" show when the expiration date).

1. Will this work if I want to check if the Inactive date field changes, and than I want to change the Inactive condition to "True"?:

2. And how am I suppose to set it to False if someone updated the manually the Inactive date field? (to check if today is after "Inactive date"?).

3. As I said above, we don't have a scheduled workflow, If I set this condition to check filter criteria, will it work when the Today == Inactive date? (Standard workflow that checks conditions):

Please advice! Thanks for any help🙏

Re: Workflow with dates in HubSpot help

LouiseHare — Thu, 28 Mar 2024 12:42:55 GMT

Hi @OBetzalel ,

I'm a little confused by your description above. In simple terms could you describe

When you want a deal to enroll in this workflow
What you want the workflow to do

I think I should be able to help you then 🙂

Thanks,

Louise Hare she/her

Freelance HubSpot Expert

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Workflow with dates in HubSpot help

Re: Workflow with dates in HubSpot help