APIs & Integrations

dannylarsen
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Rolling dates on company or deal fields on lists

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I read here: https://knowledge.hubspot.com/articles/kcs_article/lists/can-i-segment-my-lists-based-on-rolling-dat...
This: "You can also use the is more than and is less than options to segment by rolling dates on any date property in HubSpot".

I cannot seem to do this on dates on the company level. Is that correct?

We store a "trial end" date on the company, because there could be more contacts on that company.

Then my best option is to store that information on all contacts?

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Derek_Gervais
Solución
Exmiembro de HubSpot
Exmiembro de HubSpot

Rolling dates on company or deal fields on lists

resolver

Hi @Danny_Larsen,

Rolling date ranges currently only function in lists for contact properties, not for company or deal properties. Your best bet would be to store the value in a contact property. If you have the inclination, I would also encourage you to check out the Ideas Forum on the HubSpot Community. There, you can create a post including your use case that product and other customers can see.

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Bruno_Marinho
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Rolling dates on company or deal fields on lists

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It shold be fixed, date type is the same in deals or contacts ;(

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Derek_Gervais
Solución
Exmiembro de HubSpot
Exmiembro de HubSpot

Rolling dates on company or deal fields on lists

resolver

Hi @Danny_Larsen,

Rolling date ranges currently only function in lists for contact properties, not for company or deal properties. Your best bet would be to store the value in a contact property. If you have the inclination, I would also encourage you to check out the Ideas Forum on the HubSpot Community. There, you can create a post including your use case that product and other customers can see.

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