Set Demo Scheduled Date By Workflow

AlexiaC

We created a custom deal date property for "demos scheduled"

 

I have a workflow that creates a deal if a qualified demo request comes in through our hubspot meeting calendar.

 

But, in this workflow it won't recognize my custom "demo scheduled" as the date of the event meeting on hubspot. It wants to set the property to X numbers after the deal of created.

 

Example: Demo Scheduled to 5 days after Deal is Created

 

Would be nice for Hubspot to recognize the meeting "date" so we can also target after for custom follow ups, etc.

 

0 Upvotes