I have a branched workflow that has time delays in relation to deals entering stages in the pipeline. Due to unfortunate circumstances, a significant portion of deals were unenrolled from this workflow and as such, would not be completing the items at the correct time delay.
The Hubspot team have managed to get me the dates the deals would exit the time delay but cannot seem to create a workflow that would action based on that date.
I have tried the delay option but it doesn’t allow custom date properties, the filter won’t allow me to input the custom property as a " today’s date" option and I am not currently out of ideas on a workaround.
Any ideas or out of box thinking would be appreciated,
Hi @AshY You could create a list for each date identified, assuming they are in groups/batches and not unique per deal. So let’s say you have 3 lists for 3 different dates, then you could set a task for those dates to manually enroll the list in a workflow that includes the remaining actions only after the delay from the original workflow.
If you have a large number of date variation, it’s not going to be the best option.
In that case, you would need to create a custom date property that you can set for each deal based on the data HubSpot provided and trigger the workflow around that date.
The list was a great option but there are multiple dates over a 6 month time frame, so unfortunately not the option that will work.
The custom date property was what I was hoping to use but I cannot find a way to get a trigger based on the custom date. There is no equal to “today” filed but instead actual dates. The before or after would result in mass action.
