CRM

HubSpotMaster
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

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

Résolue

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 Solutions acceptées
Mike_Eastwood
Solution
Conseiller clé | Partenaire solutions Gold
Conseiller clé | Partenaire solutions Gold

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

Résolue

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

 

Voir la solution dans l'envoi d'origine

slogans
Solution
Contributeur

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

Résolue

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.

Voir la solution dans l'envoi d'origine

4 Réponses
slogans
Solution
Contributeur

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

Résolue

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
Gestionnaire de communauté
Gestionnaire de communauté

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

Résolue

Hello @slogans 

 

Thank you for also sharing this solution with our Community.

 

Kindly,

Pam

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




Mike_Eastwood
Solution
Conseiller clé | Partenaire solutions Gold
Conseiller clé | Partenaire solutions Gold

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

Résolue

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
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

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

Résolue

@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.