HubSpot Ideas

Bruno_Teixeira

Set a date in the future by using the "Set a property value" in the workflows

Hello,

 

It would be great if we could set a date in the future by using the "set a property value" feature in the workflows.

Nowadays we can only set an static date or set the day of the step.

It would be useful if we could set for example a date 30 days later. 

For example, if I want to automatically postpone my deal close date to 60 days after the creation date through a workflow, I cannot do it.

14 Comentarios
rwolupo
Colaborador líder

very useful!

simon_toussaint
Miembro | Partner nivel Diamond

Indeed, that would be useful for a lot of use cases.

Guillaumedlt
Miembro | Partner nivel Diamond

that would be really useful ! ðŸ™

Cherisse
Miembro

I was also going to request this as it would be super helpful in our internal processes! For our company, we have our clients go through an onboarding process when they join our network. We require them to complete their onboarding within 60 days and manage the process through workflows. In Hubspot we have a property for Onboarding Start Date, and we also have an Onboarding Deadline Date. We reference the Onboarding Deadline Date in the next step/reminder emails, so it needs to be set upfront. Currently we are manually having to count out 60 days from the Onboarding Start Date and set the property date. It would be nice if when the individual first entered the workflow we could use the "Set Contact Property" to automatically do 60 days from property Onboarding Start Date. 

dkeir
Participante

Another vote for this please.  We want to set a property value to be 14 days after create date.

Alexrott
Colaborador

essential funcionality in our business.

KyleJepson
HubSpot Employee

This functionality now works in the "Format Data" workflow action inside Operations Hub! Here's a video I posted explaining how it works: https://www.linkedin.com/posts/kyleanthonyjepson_hubspottipsandtricks-hubspot-automation-activity-68...

Estado actualizado a: Delivered
MeganLegge
Equipo de producto de HubSpot
 
SFluharty
Miembro

We really need this too - I see the functionality exists when you have CRM Hub but that's a huge additional cost to incur for this fairly basic functionality.  Any chance this is being worked on for other hub access?

DLContreras
Miembro

This would be great to have so we can set up expiry dates for our customer success team to be able to easily reference in the object record - it says that it's been delivered, but that's not true the only options in workflows is a static date or the date of the action in the workflow. Can someone from HubSpot (maybe @MeganLegge since you posted "delivered") clarify what was actually delivered and update us if this is something that might be coming soon...

MeganLegge
Equipo de producto de HubSpot

Hi @DLContreras,

 

Kyle's linked video above does a great walk through of this, linked here too: https://www.linkedin.com/posts/kyleanthonyjepson_hubspottipsandtricks-hubspot-automation-activity-68...

 

Note that this particular workflow action is availble with the Operations Hub Pro and Operations Hub Enterprise subscriptions.

 

Best,

Megan

NPW
Colaborador

This is something simple that should be included, please add this feature ASAP.

NPW
Colaborador

Hello All,

 

If anyone is still searching for a workflow action to set a future date and/or specific date X days from Y, please upvote the following thread: https://community.hubspot.com/t5/HubSpot-Ideas/More-workflow-options-for-date-properties/idc-p/75030...

 

Thank you!

Franci
Colaborador líder | Partner nivel Diamond

Hello 🙋🏼‍

 

If you have ever struggled with calculating future or past dates, say hello to the Workflow Date Calculator app we have released!

 

Key Features:

 

- Set Missing Days: Choose your start date, select your target property, and enter the desired number of days/weeks/months.

- Compatibility: Works seamlessly with HubSpot's standard objects—contacts, companies, tickets, and deals.

 

Install the App: Head to the HubSpot Marketplace, install the Workflow Date Calculator, and get started for free.



Say goodbye to manual date calculations and hello to efficiency. 

Try the Workflow Date Calculator today and elevate your HubSpot workflow game!