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hsr21
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Updating custom date properties

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I've created a few custom contact date properties that I want to dynamically update when my deal is closed, however the only option is to change them to a fixed date.  I'm not able to select either "copy from deal close" or "increase / decrease property value"

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Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

Updating custom date properties

resolver

Hi @hsr21 

 

Does your workflow run on the same date that you want to copy to the contact? I.e. the close date? In which case, would setting the property to the current date when the step runs work for your use case? Or are you trying to pass another date?

Phil Vallender | HubSpot Website Agency

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1 Respuesta 1
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

Updating custom date properties

resolver

Hi @hsr21 

 

Does your workflow run on the same date that you want to copy to the contact? I.e. the close date? In which case, would setting the property to the current date when the step runs work for your use case? Or are you trying to pass another date?

Phil Vallender | HubSpot Website Agency
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