Contact 'Became a' dates - copy to CompanySOLVE
Oct 19, 2019 8:19 AM
I was in the process of building out workflows that would copy a 'Became a' date from an associated contact to a custom Company property if it is unknown at the company level. This would allow us to capture at the company level WHEN the company became a lead, MQL, SQL, etc. However, I ran into the 'can't copy from a datetime field to a date field' issue when building out the workflow (the custom company properties are date picker fields since that's all you can set them as via the UI).
Are there any workarounds to this? This is critical to us for reporting purposes (we need an exportable solution as well as something within HubSpot).
Thanks in advance!
Solved! Go to Solution.
Oct 20, 2019 3:53 AM
Indeed. You don't need to copy the proprty if you simply trigger the workflow on the date the property is set and then set the new property to the current date.