How can I build a calculated property under the deals object in HubSpot that automatically marks a deal as “Active” or “Not Active” based on whether it’s “Closed Won” and falls between subscription start date and end date. I created two properties on the deal object called start date and end date.
Hi @Lamont1,
Calculation properties with custom equations don’t have the concept of now / today. I would probably solve this with a workflow.
- Enroll deal when start date is known
- Branch and check if start date is more than 0 days ago and end date is more than 0 days from now, if yes, set to active, delay until end date, then set to inactive
- If start date is more than 0 days from now, wait until start date, then go to the actions above (set to active, wait until end date etc)
- If end date is more than 0 days ago, set to inactive
Best regards!
Thanks Karsten! Do you have some time to chat today about that workflow.
@Lamont1 unfortunately, I don’t. But I’m happy to answer any follow-up questions here.