Workflow based on a stay of X days

Smart CRM & Sales Hub CRM
1

We have a problem to create a WF that would allow us to automatically define a stay according to certain criteria.

Here are the conditions :

- Customer booked a stay of at least three nights (3 nights or more)

- Booking date is at least three days before client’s arrival

What criteria should we used ? We can’t find a solution with the criteria end/start date ( no way to say “3 nights or more”)

2

Hi @HDelaloye

Thank you for reaching out!

I want to tag some of our experts here - @APrigent @ClaraDelabrosse @sviaud @Bruno_Teixeira do you have any advice for @HDelaloye on this?

Thank you!

Best

Tiphaine

3

Hi @TitiCuisset ,
I already fount a solution with the Hubspot support Chat.
Thank you anyway :slightly_smiling_face:

4

Hi!
Just an idea : what about creating two calculated properties (use the “delay” type of calculated properties) :

  • end date - start date to calculate the number of nights booked
  • start date - booking date to be sure they booked at least 3 days before their arrival

And then use those two numbers as triggers for your workflow?

5

I would have done the same as @CSaute suggested!

@HDelaloye: could you please share what the HubSpot support suggested?

Best,

Caroline Verbrugghe

caroline.verbrugghe@markentive.com

6

Hi @VerbruggheCaro ,

The hubspot support suggest exactly the same as @CSaute , and it matches perfectly with our needs :slightly_smiling_face:
I must admit that we didn’t really know about this possibility offered by hubspot (property with delay). This feature is great!

7

@HDelaloye thanks for sharing, happy to know that you found the right solution :slightly_smiling_face: