Use 'relative' ("TODAY", etc) dates for enrolling contacts and companies in workflows, lists, etc

Daniel1

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. 

HubSpot updates
7 Replies
bradmin
Key Advisor

[deleted, you've commented on that idea already]

MichiEck
Member

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. 

Regards

Michael

DMG1
Member

My specific use case I'd like to see: filter on [date field] where value "in last 60 days" (or greater than TODAY()-60)

AlexWall
Participant
To all people interested in getting this fixed, please Upvote the Master Idea below.
There were 15+ ideas on the forum related to date-filters, each being relatively small and describing one or two issues. That made this unlikely to be prioritized by Hubspot. In an attempt to accelerate this, we've made a complete analysis of what's missing and what Hubspot needs to develop. We created one holistic Master Idea aimed at describing the entire issue and collecting all Upvotes. Please vote on this idea now:
 
Date-filters: Improve Options Across all of Hubspot [Master Idea]
chris_gamifier
Member

Hello,

 

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:

  • Create a property of type number called "Step Count" (in contact or company, whichever has the date property you want to check)
  • Before sending an email add a +1 "Increase contact / company property value" on the "Step Count" property
  • So I can check in the "Enrollment triggers" (or in a If/then) the date of the property I want to compare with the date of the "Last Modified Date"

 

I hope it helps.

 

Chris

Gamifier | Linkedin

cburget
Member

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.

rcordioli
Participant

any word on this?

 

it´s been 3 years ...