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

SOLVE
Advisor | Platinum Partner

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

Accepted Solutions
Solution
Top Advisor | Gold Partner

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

 

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Solution
Regular Contributor

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
Solution
Top Advisor | Gold Partner

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

Advisor | Platinum Partner

@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. 

 

 

Solution
Regular Contributor

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

Community Manager

Hello @slogans 

 

Thank you for also sharing this solution with our Community.

 

Kindly,

Pam

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