Automation of properties / Triggering action

Smart CRM & Sales Hub CRM
1

Hi

Is it possible to automate a property, here example:

When I type a date with ‘G99 Submission Date’ the underneath position automatically generates a date affected by X days (for us after 45 days) rather than doing this manually.

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Thanks!

2

Hi @FilipRas,

This is either possible with a calculation property or with a custom code action in a workflow.

I explained the calculation property approach here: https://community.hubspot.com/t5/CRM/Set-deal-date-as-create-date-plus-3-days/m-p/932497/highlight/true#M146679

This would be a new property and could not be merged with an existing date property.

For a custom code action, this would require an Operations Hub Professional subscription. In the custom code action and with the help of a developer (or generative AI), the code would perform the calculation: Workflows | Custom Code Actions - HubSpot docs

This could populate an existing property.

A solution with a delay in a workflow is not an option; the date would only be populated when it’s in the past.

Best regards