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NSS15
Member

Time since company was created in Hubspot

SOLVE

I need a custom calculation for a created property that would show the number of years since each company was created in our Hubspot. It needs to always be through "today's date" so it continues to update and add time daily.

So I am able to get that part, but I need it formatted and rounded up to the next year (i.e. 4 months would round to 1 year). We want to include it in our email blasts to certain contacts and be able to say "we've been in contact with your company for about _ years".

 

I have tried a workflow to format the number, but we don't subscribe to that plan, so it's locked. I am wondering if there is a way to do it in the property custom formula calculation.

Any ideas would be great!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Time since company was created in Hubspot

SOLVE

Hi @NSS15,

 

I would do this with a "time since" property: https://knowledge.hubspot.com/properties/create-calculation-properties

 

karstenkoehler_0-1758901443685.png

 

Once you have this, you could create a workflow for each year with filters as shown below for year 1:

 

karstenkoehler_1-1758901790417.png

 

You can then sets a single line text property to "1 year".

 

Repeat for year 2 / "2 years" etc. – annoying, I know, but I assume your CRM is not 20 years old.

 

With Operations Hub Professional or Enterprise this would be more straightforward, but it sounds like you do not have access to that.

 

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.

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Time since company was created in Hubspot

SOLVE

Hi @NSS15,

 

I would do this with a "time since" property: https://knowledge.hubspot.com/properties/create-calculation-properties

 

karstenkoehler_0-1758901443685.png

 

Once you have this, you could create a workflow for each year with filters as shown below for year 1:

 

karstenkoehler_1-1758901790417.png

 

You can then sets a single line text property to "1 year".

 

Repeat for year 2 / "2 years" etc. – annoying, I know, but I assume your CRM is not 20 years old.

 

With Operations Hub Professional or Enterprise this would be more straightforward, but it sounds like you do not have access to that.

 

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.