Use workflows to set a date stamp

You can set a date stamp for your contact and company properties using the Set property value action in a workflow:

  • In your HubSpot account, navigate to Automation > Workflows.

  • Click Create workflow.

  • In the left panel, select Contact-based as your workflow type. Then in the right panel, select Start from scratch.

  • Enter a name for your workflow, then click Create workflow.

  • Set the workflow’s enrollment triggers.

  • To add an action, click the plus icon +.

  • In the right panel, select Set property value.

  • From the dropdown menu, select the date property you want to set a value for.

  • Select Static date, then select a date from the date picker. Or, choose Date of step to set the value as the day the contact completes the workflow action.

  • Click Save.

  • Add any additional actions you’d like, then click the Settings tab to review your workflow settings.

  • In the upper right, click Review.

  • Review your workflow, then click Activate to turn your workflow on.

Learn how to edit a property’s field type.

If you have additional questions, reach out to the HubSpot Community.