We need to be able to enrol contacts and companies based on a contact/company property field being updated on a relative date (e.g. TODAY, TOMORROW, etc). We are using Hubspot as a way to faciliate our Product Qualified Lead (PQL) processes so this functionality is very important to use in order to get leads to the Sales team at the right time.
Salesforce has similiar functionality and it would make a significant difference to how our workflows would be structured.
[deleted, you've commented on that idea already]
This would be very helpful for us as well. Futhermore, I suggest that in Workflows and Lists, we can select a number of days after a specific date. For example: List for Contacts with deal create date more than / less than / exactly 180 days ago.
My specific use case I'd like to see: filter on [date field] where value "in last 60 days" (or greater than TODAY()-60)
I made a small hack which is a solution to the use case we needed in our workflow: checking the date of a custom property with the current date.
Not perfect, but it works as a palative solution.
The logic is: I create a control property that is only used to force "Last Modified Date" to update. Whenever I need, I update that property, and so I can do the comparison based on the "Last Modified Date".
The implementation was:
I hope it helps.
Hey! Would be very helpful to have the ability to filter down a list through a "rolling date" option. For example, enroll contact if they have the close date of "today or after" but have "today" change accordingly. Currently couldn't come up with a workaround for this either.
any word on this?
it´s been 3 years ...
It would be awesome if a employee "Must" upload for example some data or an image before he is allowed to push a deal in the next Deal-Phase.
Like it should be an option to have some "harder permissions" some of our customers would love that. (German customers, they are very structured haha)
I don't get how people are getting by without this. I need to take action in a list based on a date in a contact's properties, it's pretty basic stuff that I'm doing. There are a million variables based on time but none of them are simply looking at "today". I would strongly recommend the Hubspot product team to look at basic functionalty and add these quality of life items, before rolling out anymore sparkling bedazzle features.
You'd think being able to automatically create/assign a task when a contract is X days/weeks/months from expiration would be basic CRM functionality...how are people managing contract expiration dates? Am I missing something?
I'm looking through the list of ideas. There are heaps of topics that have good number of upvotes but don't get addressed. Honestly, I get a bit disappointed receiving replies from support saying this is what it is (*with a lenthy story repeating the manual) and a hint to file an idea. And then nothing....
There are some critical issues that have been open for years. Relative dates is just one of them.
Get to work HS. I'm paying good money to use this platform!
A today() feature please.
It is absurd how Hubspot's users have to be developers to use this platform.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.