How to create a is deal active field

[Lamont1]

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.

[karstenkoehler · Accepted solution]

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!

[Lamont1]

Thanks Karsten! Do you have some time to chat today about that workflow.

[karstenkoehler]

@Lamont1 unfortunately, I don't. But I'm happy to answer any follow-up questions here.