HubSpot Ideas

Leadstreet-M

Company workflow based on date property

Hi,

 

we know from the documentation that we can create contact workflows based on a date property. This would allow an automated "happy birthday" email each year.

See here:  https://knowledge.hubspot.com/workflows/create-center-on-a-date-or-center-on-a-date-property-contact... 

 

We would really like this functionality to be provided for company based workflows also. Same idea, get automated actions based on a (company) date property.

 

Thanks!

2 Replies
callie
Contributor

Hi! I'm looking for the same thing and want to be sure you saw this other Idea that has a bit more traction. Be sure to Upvote it for support! 🙂

MeganLegge
HubSpot Product Team

Hi,

 

This is now possible with a new workflow action that's available to all customers using the workflows app. The new delay action (Delay until a date") allows you to create delays centered around both a calendar date (eg. an event happening on 9/15/22) or centered around a date property (for example the "close date" of a deal). This can be used in any type of workflow, including company objects : )

 

Our KB doc has all the details: https://knowledge.hubspot.com/workflows/use-delays#delay-until-a-date

 

Best,

Megan