Hi,
I need to create an expected closing date which is by default 90 days after the deals create date.
Basically:
If create date is known, set DSO based closing date to (create date + 90 days).
How can I manage to do this?
Thanks!
Hi @MTrudel,
The options that you have here depend on your subscription.
If you have Operations Hub Professional, you can use a Format data workflow action to run this calculation: 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/highlight/true#M7393
Without Operations Hub Professional, unfortunately, HubSpot doesn’t support adding a number of days to a date property. Calculcation properties (which would be included in your Professional subscription) don’t allow adding a number of days to a date. I would expect this to be added soon but it’s not available yet.
So without Operations Hub Professional, a third-party solution would be needed, e.g. Zapier. You would trigger a Zapier workflow of an event in HubSpot (in your case the fact that a deal was created) and then execute the calculation outside of HubSpot. Other users have described this workaround in a lot of detail, see for example this explanation by @Arlene. (Thank you for that!)
Another option would be a workflow that enrolls deals based on Close date, waits for a delay of 90 days and then date stamps your Close date. The downside of this solution is that the Close date will only be available after the 90 day wait time.
Best regards!
Thanks! It’s unfortunate it’s not in the default possibilities, but the Zappier workaround should do it!
Hi @MTrudel,
Since my first reply, HubSpot expanded on the functionalities of calculation properties: Create calculation and rollup properties
This can now be easily achieved with such a property, see this example that calculates a date 30 days after the record create date:
The number of days is the first number in brackets. The rest of the numbers are there to calculate the amount of milliseconds as that’s the unit HubSpot uses here.
If you want to calculate a date before, simply switch the + for a - sign.
Best regards!