Allow the use of relative dates in workflow/smart list criteria

CCasemore

HubSpot Marketing currently only allows smart lists and workflows to use Deal date fields as absolute values (eg. August 17, 2017). This makes it very difficult to create smart lists and workflows based on aging deals or moving time ranges.

 

The ability to use relative date fields (eg. today, older than 2 weeks, less than 2 months ago) would open up so many possibilities in dynamic workflow enrollment.

HubSpot updates
Status updated to: In Planning
Apr 16, 2020
Status updated to: Delivered
Jan 18, 2019

Thanks all for sharing your feedback. This is now available in deal-based workflows. It's not currently possible with deal triggers in contact-based workflows, but we plan to add it in the future. 

35 Replies
Jams
Participant

I genuinely cannot believe Hubspot doesn't have this. Please address as a priority.

Status updated to: Delivered
bellawu
HubSpot Product Team

Thanks all for sharing your feedback. This is now available in deal-based workflows. It's not currently possible with deal triggers in contact-based workflows, but we plan to add it in the future. 

anejako
Participant

Great to hear!

Alex Nejako

Marketing Manager

TCC

annieseattle
Contributor

it's great to see that there are some relative options based on when the field has been updated, but I think that this issue is more about having something that can do a workflow like this:  

 

If deal is in deal stage = trial and  trial start date (custom field) = today (not a specific hard date, but a floating date so that when that date is reached, the workflow gets kicked off), 

> send welcome to the trial email

> delay 1weeks

> send how's the trial going/need any help?

> delay 1 week

> send 1 week left in the trial, schedule a call to discuss feedback, etc.

> etc. etc.  

 

We'd like to do the same for when a new deal is closed and contacts/users are added to send them a welcome email based on their contract start date (custom deal field).

 

This would be so useful.  Is this coming soon?  Thank you!

kyle2
Participant

Great to hear! Thanks so much, Hubspot. Definitely hugely useful.

JosieSA
Contributor

hi 

 

@annieseattle you might be able to achive this by using your enrollment criteria "when the trial date  field value = is known" . That way when you populate the field it can trigger the workflow

MichelleFink
Contributor

@annieseattle   This written example describes what we are trying to do and exactly why I followed this Hubspot idea. The solution for this particular problem is not to start the workflow when a field has been filled in or "is known". @JosieSA  The main problem is that deals that close can start on different dates. People might sign the contract on 12/31/18 but not actually begin services until 1/23/19. You don't want to trigger the workflow on 12/31/19 when you enter in the 1/23/19 date into a custom field. Check in emails would start going out before the work has even begun. There needs to be a way to trigger actions based off of a custom date field.

HansW
Participant

Please extend this filter feature also to Active Lists.

It makes totally no sense having to update an absolute date in these filters!

AlexWall
Participant
To all people interested in getting this fixed, please Upvote the Master Idea below.
There were 15+ ideas on the forum related to date-filters, each being relatively small and describing one or two issues. That made this unlikely to be prioritized by Hubspot. In an attempt to accelerate this, we've made a complete analysis of what's missing and what Hubspot needs to develop. We created one holistic Master Idea aimed at describing the entire issue and collecting all Upvotes. Please vote on this idea now:
 
Date-filters: Improve Options Across all of Hubspot [Master Idea]
danieldirks
Participant

yes please - would be great!!

Status updated to: In Planning
bkeller
HubSpot Product Team
tahnee
Member

Really important functionatlity - great to see it is in planning. 

azalaquett
Contributor

Last Deal Modified Date is 60+ days ago....applicatons to Workflows and Reporting are BIG. 

Big limitation - HubSpot - do you hear us?

emilybright
Participant

I'm constantly getting stumped when I want to create workflows that say set deadline now+7days. This would save a lot of manual effort.

Damien
Contributor | Gold Partner

We also need this for our client as there seems to be no way within HubSpot to use a workflow to edit a deal close date to a set amount of time in the future. e.g. we want a step that goes "set property value" and have the option to say "180 days from now". Currently we can only set it to a specific date in the future (useless in a workflow!) or to the current date the step in the workflow occurs.

 

We should not have to use an external tool like Zapier for something so basic!