Automate Updates for Old 'Close Dates' In Deals

I’m looking for the possibility to automatically update Deals’ Close Date if it has already passed to a date in the future.

For instance, if a Deal ‘Close Date’ has already happened and the Deal isn’t won or lost, the ‘Close Date’ automatically moves 30 days out.

I tried to create a workflow enrolling deals where the Deal ‘Close Date’ is more than 1 day ago and the stage is not ‘Won’ or ‘Lost’ → Edit ‘Close Date’ to…-> The problem I’m having is that I don’t see an option to set the Close Date 30 days from ‘Now’ or from the old Close Date.

All help is appreciated!

Hi @Bibiana_R,

You could create a calculation property that is the close date + 30 days: Create calculation and rollup properties

Then, in your workflow, set the Close date to the value of that calculation property.

The same could be achieved with a custom code action, if you have Data Hub, without the help of an additional property.

Personally, I’d send a notification to the sales rep to fix the close date - otherwise, there’s really no incentive anymore for sales reps to keep their close dates in order. A workflow will just push and push and push deals for them.

Best regards!

This is the answer I came to give. By far the best option & doesn’t require data/ops Hub.

Thank you so much! This was very helpful.

Hi @Bibiana_R ,

In addition to what @karstenkoehler shared, if you have Data Hub Pro or Enterprise, you can leverage the Format data action within a workflow. This action includes an Add an amount of time option for date properties, which can be used to automatically adjust the Close date directly within the workflow.

It should look like this:

Hope it helps!



Tzuriel Lopez

Solutions EngineerPre-Sales | HubSpot


tmontano@hubspot.com

LinkedIn



If this helped, mark it as a solution for others in the community.

Hi @Bibiana_R,

Great question! I gave this a test run and hit the same roadblock as you, which seems to be common hurdle. However, I did find this thread that you may find helpful! https://community.hubspot.com/t5/Lists-Lead-Scoring-Workflows/Set-a-date-property-as-quot-x-days-after-quot-day-of-step/m-p/728710
I’d also like to tag in some of our Top Contributors to see if they have any tips and tricks on this!

Hi @karstenkoehler, @danmoyle, @GRajput -- Do you have any suggestions for @Bibiana_R? Is there a method you found yields the best results?

Thanks!

Sam, Community Manager

Hey @Bibiana_R,

This isn’t currently possible using only native workflow actions.

HubSpot workflows can’t perform date calculations like Today + 30 days or Close Date + 30 days. The Edit property value action only allows you to set a static date or copy a value from another property, which is why you’re not seeing an option to dynamically move the Close Date forward.

How to solve this:

  1. Best approach: Use a Custom Code Action (Operations Hub Pro/Enterprise)

Keep your enrollment criteria:

  • Close Date is more than 1 day ago
  • Deal stage is not Closed Won
  • Deal stage is not Closed Lost

Then add a Custom Code workflow action that sets the Close Date to 30 days from today.

Example:

const newDate = new Date();

newDate.setDate(newDate.getDate() + 30);

return {

outputFields: {

close_date: newDate.getTime()

}

};

This will automatically push the deal’s Close Date 30 days into the future whenever the workflow runs.

  1. Alternative (without Operations Hub)

If you don’t have access to custom code, you’ll need to calculate the future date outside of HubSpot (for example, via Zapier, Make, or a small API script) and update the Close Date property through the integration.

Important workflow tip

Make sure your workflow allows re-enrollment when the Close Date becomes more than 1 day ago again. Otherwise, the deal will only be updated once and won’t continue rolling forward.

Your workflow logic is correct. HubSpot just doesn’t support dynamic date math in native workflow actions, so this requires either a Custom Code action or an external calculation.

Hi @Bibiana_R,
Currently HubSpot workflows don’t support adding the number of days directly to a date property using the Edit property action.
On the other hand if you have Operations Hub Professional or Enterprise, you can solve this by using the Format Data - Date calculation action in a deal based workflow and also configure it to take the existing Close Date, add 30 days, and update the Close Date with the new value
If you don’t have the Operations Hub , a common workaround is to use a date calculation app from the HubSpot Marketplace (e.g., Workflow Date Calculator) to generate the future date and update the Close Date using the workflow.
Otherwise, the remaining option is a notification or task workflow which will notify the deal owner to update the Close Date manually when it becomes overdue.

Hey @Bibiana_R. You’ve got some solid feedback here. I’ll confirm with my experience that you’ve run into a very real limitation in HubSpot right now: workflows can’t natively say “take this date and push it 30 days into the future,” at least not with the basic “Set property value” action. That’s why you’re not seeing an option for “30 days from now” or “30 days from the current Close date.”

If you’re on Operations/Data Hub Pro or Enterprise, there is a nice workaround that keeps everything inside HubSpot. Instead of trying to make “Set property value” do the math, you let a “format/transform data” step do the date calculation, and then simply copy that result into Close date. Conceptually, it looks like this: the workflow finds deals where the Close date is in the past and the stage is not Won or Lost, calculates a new date (either “today + 30 days” or “existing Close date + 30 days”), stores that in a temporary date field, and then updates Close date from that temporary field. You can also allow re-enrollment so that if deals keep slipping, the Close date continues to move with them instead of getting stuck in the past.

Without that data-transformation feature, HubSpot unfortunately can’t just “add 30 days” to a date inside the workflow on its own. At that point you’re looking at either looping in an external automation tool (like Zapier or Make) to do the date math and push the new Close date back via the API, or changing the strategy a bit. A lot of teams in that situation use workflows to notify the deal owner when the Close date has passed and ask them to bump it out manually by 30 days. It’s not as hands-off as what you were hoping for, but it keeps reps accountable and still prevents a pipeline full of stale dates.

Even if it’s not a “do exactly this” answer, I hope it’s helpful!