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More workflow options for date properties

We don't always want to "hold" a contact in a workflow in order to set a date property for a number of days in the future. Sometimes we want to change a date property that's been set in the past. It'd be great if we had more workflow actions available to choose from: 

 

1) Set a date property based on a rolling date (i.e. 6 weeks in the future, 2 weeks ago, etc.) 

2) Add/subtract time from a date property. For example, increase a date by 2 weeks. This isn't the same as option #1, in cases where the date property is already set for a time in the future. 

5 Replies
JoseHan
Regular Contributor

Good idea and would seem relatively easy to implement since HubSpot already has rolling-date options in lists.

HubSpot Employee
HubSpot Employee

 This is such a great idea. This would be so useful for users that are looking to automate the upkeep of theri contacts in large databases. I just spoke to someone who was looking to use a workflow to update a contacts custom proprety for "Projected Close Date" and they wanted it to be 6 years after another date property.

 

Currently in the tool the only way to really do this for large numbers of contacts is to have a speadsheet and bulk update in Excel and then import back into HubSpot, which can certain be an inconvenience.

 

It would be so much easier to just set up a workflow and not have to periodically update it for each and every record.

DevinRZC_DM
Occasional Contributor

We very much want to be able to set future dates based on when a deal closes that will also inform the "renewal date" 1 year later. This way, we can automate the renewal notification, task, and deal creation process leading up to the partner's renewal date. 

Jsuphun
Occasional Contributor

100% upvoted. This functionality will be extremely useful for us as we're publishing company so many of our automated campaigns were set around subscription and publication dates.

 

Currently, the option is very limited when it comes to personalization token for email usage.

 

 

FrankTheTank
Occasional Contributor

Definitely see the value in this. Looking to integrate our CS team with our Sales team so the ability to set future dates based on things that happened today is great. 

 

i.e. An account churns and we want to pass that back to the sales team after 90 days. Before that 90 day limit the CS team can work to rewin the business so I want to schedule reminders 60/30 days before the 90 day limit. Plus if they are making progress they just manually overwrite the return date to prevent passing the deal to sales at the wrong time strategically.