Workflow - Create a New Deal and Tasks based on Close date of a DealSOLVE
May 7, 2021 2:40 PM
We work with recurring annual revenue and I have a workflow set up that creates a Renewal Deal when a New Revenue Deal is closed. I also have a Renewal deal create from an annual Renewal deal so they don't have to be set up manually.
The problem is that the new Deal (and tasks for follow up) are created from the day I closed it not the Close Date of the Deal. How do I trigger the next deal and subsequent tasks based on Close Date? I am stumped. Any Help is appreciated! Thank you!
Solved! Go to Solution.
May 10, 2021 8:09 AM
This would indeed not be possible out of the box. It would require calculation properties on a date (which is unfortunately not supported yet). However, with the new HubSpot Operations Hub there is the option to include custom code in workflows. You would need the appropriate subscription, but with custom code you could add 30, 60, 120 days to any date property and trigger tasks off that. It's not something that can be drafted on the fly in a community post but could be worth evaluating.
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