Deal Create Date -- Can't Copy Property Value to a custom date stamp fieldSOLVE
Jan 31, 2019 9:38 AM
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!
Solved! Go to Solution.
Jan 31, 2019 3:32 PM
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.
In the end we solved the issue by using Webhooks and updating the Date Properties via the API.
Sep 15, 2020 2:04 PM - edited Sep 15, 2020 2:21 PM
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"
"Date of first meeting booked in meetings tool"
I had to create a custom field to hold that date.
- 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.