CRM

HubSpotMaster
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Deal Create Date -- Can't Copy Property Value to a custom date stamp field

SOLVE

I create custom date stamps on each stage in my funnel so I can pull the data out and do additional analysis. I created a Property group called "Stage Change Date Stamps" to group them all together. The one date I was missing was the deal "Create Date". 

 

I made a custom field and was going to build a deal workflow to copy the create date property and it won't let me copy that date to a custom date field. 

 

Anybody else run into this? Feels like a system limitation but wanted to crowd source the issue to see if anyone else does this practice. Thanks!

 

Adam

2 Accepted solutions
Mike_Eastwood
Solution
Key Advisor | Gold Partner
Key Advisor | Gold Partner

Deal Create Date -- Can't Copy Property Value to a custom date stamp field

SOLVE

Hi Adam

 

We were really frustrated by the limitations using HubSpot Workflows – especially when working with dates.

 

Here's a doc I bookmarked whil trying to manipulate dates - hope this helps.

 

https://knowledge.hubspot.com/articles/kcs_article/workflows/compatible-source-and-target-properties...

 

In the end we solved the issue by using Webhooks and updating the Date Properties via the API.

 

Have fun

Mike

 

View solution in original post

slogans
Solution
Contributor

Deal Create Date -- Can't Copy Property Value to a custom date stamp field

SOLVE

Was running into the same problem and just thought of a solution - use the workflow to just set the current day. It would only be helpful for going forward, not back dating. Here's my use case:

 

Field I want to copy:

"Date of last meeting booked in meetings tool"

 

I need:

"Date of first meeting booked in meetings tool"

 

I had to create a custom field to hold that date.

 

Workflow:

- not repeatable

- trigger = when "Date of last meeting booked in meetings tool" is known.

- set "date of first meeting booked in meetings tool" to "Date of Step"

 

So, don't copy anything; I tell "Date of first meeting booked in meetings tool" that it should just happen to record the date another field was triggered.

View solution in original post

4 Replies 4
slogans
Solution
Contributor

Deal Create Date -- Can't Copy Property Value to a custom date stamp field

SOLVE

Was running into the same problem and just thought of a solution - use the workflow to just set the current day. It would only be helpful for going forward, not back dating. Here's my use case:

 

Field I want to copy:

"Date of last meeting booked in meetings tool"

 

I need:

"Date of first meeting booked in meetings tool"

 

I had to create a custom field to hold that date.

 

Workflow:

- not repeatable

- trigger = when "Date of last meeting booked in meetings tool" is known.

- set "date of first meeting booked in meetings tool" to "Date of Step"

 

So, don't copy anything; I tell "Date of first meeting booked in meetings tool" that it should just happen to record the date another field was triggered.

PamCotton
Community Manager
Community Manager

Deal Create Date -- Can't Copy Property Value to a custom date stamp field

SOLVE

Hello @slogans 

 

Thank you for also sharing this solution with our Community.

 

Kindly,

Pam

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Mike_Eastwood
Solution
Key Advisor | Gold Partner
Key Advisor | Gold Partner

Deal Create Date -- Can't Copy Property Value to a custom date stamp field

SOLVE

Hi Adam

 

We were really frustrated by the limitations using HubSpot Workflows – especially when working with dates.

 

Here's a doc I bookmarked whil trying to manipulate dates - hope this helps.

 

https://knowledge.hubspot.com/articles/kcs_article/workflows/compatible-source-and-target-properties...

 

In the end we solved the issue by using Webhooks and updating the Date Properties via the API.

 

Have fun

Mike

 

HubSpotMaster
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Deal Create Date -- Can't Copy Property Value to a custom date stamp field

SOLVE

@Mike_Eastwood Thanks for pointing me in the right direction, definitely a nusiance. Also struggling you can take dates from your deal properties and add them as the task due date.  

 

All in all been some great automation progress over the last 6 months, excited for it to continue to evolve so we can do less custom dev.