Calculate Deal close date based on Create date

[Go-T]

Dear HubSpot support,

I need help with setting up a relative date calculcation on Deal level. Here is what I want to achieve:

When creating a new deal, the Create date is automatically set to today (this is already the case and should be so).

I want to create a Workflow that updates the Close date, so that it is 150 days from the Create date. How would this workflow setup look like?

Thank you in advance!

[karstenkoehler · Accepted solution]

Hi @Go-T,

You could do the following:

1. Create a calculation property: https://knowledge.hubspot.com/properties/create-calculation-properties
   1. Choose a custom calculation with output date
   2. As calculation, use Create date + 150 * 86400000
   3. Save
2. Create a deal-based workflow that enrolls deals when they're created (e.g. "Create date is less than 1 day ago"), then use 'Edit record' to set the value of 'Close date' to the value of the calculation property created in step 1

If you have custom code actions available, this could of course also be achieved with a few lines of code.

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

[karstenkoehler · Accepted solution]

Hi @Go-T,

You could do the following:

1. Create a calculation property: https://knowledge.hubspot.com/properties/create-calculation-properties
   1. Choose a custom calculation with output date
   2. As calculation, use Create date + 150 * 86400000
   3. Save
2. Create a deal-based workflow that enrolls deals when they're created (e.g. "Create date is less than 1 day ago"), then use 'Edit record' to set the value of 'Close date' to the value of the calculation property created in step 1

If you have custom code actions available, this could of course also be achieved with a few lines of code.

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

[Go-T]

Dear Karsten,

Thank you for the prompt reply. I did create a calculated property and tried this workflow but something is not working. Would you mind showing how you would set up this workflow to equate the values of Close date and Close date calculation? I think I likely didn’t do this part correctly.

I don't have the custom code option available on my current subscription.

Thank you in advance!

Best regards

[karstenkoehler]

@Go-T can you please share a screenshot of your workflow, including the settings of the edit record workflow action?

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@Go-T wrote:

something is not working

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What exactly is not working?

[Go-T]

Yes of course. This is the workflow I created:

And the error message that I got after testing it with one new deal:

I wouldn't say that it didn't meet the criteria, as I created the deal in the correct pipeline and the correct stage.

[karstenkoehler · Accepted solution]

@Go-T you accidentally specified that you want to update deals associated to the enrolled deal, not the enrolled deal itself. You need to change the "Record type" dropdown back to "Deal", without "Associated object".

[Go-T]

Dear Karsten,

This works! Amazing, thank you very much for your help!

Best regards

[SamTassey]

Hi @Go-T 

Thank you for keeping us updated on the resolution, and thank you @karstenkoehler for the continued assistance here! Your feedback continues to help the community and others facing similar issues.
 

If you have any other questions or thoughts, please don't hesitate to share!

Sam, Community Manager