CRM

JRoyle
Participant

How can I calculate a date field based off another date field?

SOLVE

So I know there is no easy way to do a date calculation in Hubspot that I can find. 

 

But I want to take the close date and add 60 days to it to put as an expected launch date.  Any idea how I can do this simply?

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How can I calculate a date field based off another date field?

SOLVE

Hi @JRoyle,

 

Out of the box, this is unfortunately not possible. Per default, you would have to enroll a contact in a workflow, set a delay for the desired time and then stamp the date after that delay. Up until the point when the date property is stamped, the information would not be available.

 

There are two workarounds for this that I know of. The first would be using a third-party solution like Zapier or Automate.io. @Arlene wrote a nice step-by-step instruction on how to add time to a date property using Zapier here.

 

Alternatively, this is something that can be achieved with custom code and programmable automation in HubSpot's new product, Operations Hub.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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View solution in original post

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How can I calculate a date field based off another date field?

SOLVE

Hi @JRoyle,

 

Since my first reply, HubSpot expanded on the functionalities of calculation properties: https://knowledge.hubspot.com/properties/create-calculation-properties

 

This can now be easily achieved with such a property, see this example that calculates a date 30 days after the record create date:

 

karstenkoehler_0-1708940299145.png

 

The number of days is the first number in brackets. The rest of the numbers are there to calculate the amount of milliseconds as that's the unit HubSpot uses here.

 

If you want to calculate a date before, simply switch the + for a - sign.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

4 Replies 4
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How can I calculate a date field based off another date field?

SOLVE

Hi @JRoyle,

 

Since my first reply, HubSpot expanded on the functionalities of calculation properties: https://knowledge.hubspot.com/properties/create-calculation-properties

 

This can now be easily achieved with such a property, see this example that calculates a date 30 days after the record create date:

 

karstenkoehler_0-1708940299145.png

 

The number of days is the first number in brackets. The rest of the numbers are there to calculate the amount of milliseconds as that's the unit HubSpot uses here.

 

If you want to calculate a date before, simply switch the + for a - sign.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

AMammarella
Contributor | Diamond Partner
Contributor | Diamond Partner

How can I calculate a date field based off another date field?

SOLVE
Hi everyone,

since we had the common need to find a solution to this problem, we have published in the HubSpot marketplace "Future Date Calculator" app.
The app adds a new deal-based workflow action that enables you to dynamically include a line item in an already existing deal.

The Future Date Calculator app automatically populates a property with a future date based on another chosen date property.
Furthermore, it calculates the number of days until the specified date, so all you need to do is enter the desired number of days.

Try it and send us a feedback!
We're constantly working on new features for this app, every feedback would be very helpful.

https://ecosystem.hubspot.com/marketplace/apps/productivity/workflow-automation/future-date-calculat...

Best,
 
Alessio

1589805894166.jpeg

Alessio Mammarella

HubSpot Specialist

Exelab

hs diamond exelab logo
 
 
 
333-6580788
alessio.mammarella@exelab.com
exelab.com
Lauren_Elizabet
Participant

How can I calculate a date field based off another date field?

SOLVE

This would be really great option to offer with this step outside of creating custom code

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How can I calculate a date field based off another date field?

SOLVE

Hi @JRoyle,

 

Out of the box, this is unfortunately not possible. Per default, you would have to enroll a contact in a workflow, set a delay for the desired time and then stamp the date after that delay. Up until the point when the date property is stamped, the information would not be available.

 

There are two workarounds for this that I know of. The first would be using a third-party solution like Zapier or Automate.io. @Arlene wrote a nice step-by-step instruction on how to add time to a date property using Zapier here.

 

Alternatively, this is something that can be achieved with custom code and programmable automation in HubSpot's new product, Operations Hub.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.