Amend close date based on when a property was 'known'

[MJohnson068]

Hi there!

I have created a deal property that holds a monetary value. I want to automatically change the close date on a deal to the date that that value was added/'known'. 

I cannot seem to find a way to surface the date that a property was added/known/amended - the only dates I seem to be able to surface are either dates from date pickers or dates from deal stages (date entered, date exited etc).

Would anyone know how to solve this? 

Matt 

[franksteiner79 · Accepted solution]

Hi @MJohnson068 

First a question, why create a new property that holds the monetary value and not just used the default deal amount property?

Can share some more insights in to the reason/thinking being it?

Regardless of that, you would simply say your custom deal property is known, and when it's known set the "close date" property to the date of the step, which would be the date when the property is known.

Hope that helps.

Frank

[himanshurauthan]

Hi @MJohnson068, 

To automatically change the close date on a deal based on when a monetary value was added or known, follow these steps:

1. Set Up a Deal-Based Workflow:

   • Create a new deal-based workflow in HubSpot.
   • Set the enrollment trigger to be when the monetary value property is known (or updated).
   • Add an action to set the close date to the current date when the workflow action is executed.

   Note: This will only work for deals moving forward. Existing deals will not have their close dates updated retroactively.

2. Backfill Historical Data:

   • To adjust the close date for existing deals based on when the monetary value was known, you need to access property history.

   Steps:

   • Export the property history of your monetary value property. You can do this by following this guide.
   • The exported file will include the date when the monetary value was populated and the corresponding deal ID.
   • Clean up the file to ensure it only contains relevant data.
   • Reimport this file into HubSpot, mapping the deal ID and the date column to the close date property.

   Important: This manual approach requires careful handling of the data and might need adjustment based on your specific HubSpot setup. If you require automated solutions for historical data, consider consulting with a developer or using HubSpot’s API for more advanced customization.

This method allows you to update close dates based on when the monetary value was first known, though it requires a combination of workflows and manual data handling.

Best regards, 

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[karstenkoehler · Accepted solution]

Hi @MJohnson068,

Going forward, you would set up a deal based workflow that enrolls records when the amount property is known, then sets the close date to the date when the action is executed. Only enroll records that meet the criteria after turning the workflow on, or else all records get today's date as close date.

This only works going forward and there is no way to access the date when a property was changed or filled within a workflow. This simply can currently not be done.

If you still want to backfill the close date according to that logic, you would have to export the property history of your amount property: https://knowledge.hubspot.com/properties/export-property-history#export-a-property-s-historical-data

This file will include the date when the amount was populated and the deal ID. After cleaning up the file, you can reimport it into HubSpot, mapping the deal ID and the date column to the close date.

This is the only way to access this information without the help of a developer and the HubSpot API.

Let me know if you have any follow-up questions!

[MJohnson068]

Superb thanks so much! Did not realise you could do it by date of step. Thanks @karstenkoehler 

[franksteiner79 · Accepted solution]

Hi @MJohnson068 

First a question, why create a new property that holds the monetary value and not just used the default deal amount property?

Can share some more insights in to the reason/thinking being it?

Regardless of that, you would simply say your custom deal property is known, and when it's known set the "close date" property to the date of the step, which would be the date when the property is known.

Hope that helps.

Frank

[MJohnson068]

Did not realise you could do it by date of step! Thank you @franksteiner79 !