Workflows centered on date property

Currently we can only center workflows around a contact date property.  Can you add this functionality to company date properties.

12 Replies
Occasional Contributor

Can we add the same functionality to Deal Date Properties?

Esteemed Contributor | Gold Partner

This to deals would work great for us!

New Member

This feature is very important for our customer relationship management as we need to create workflows around the date that each company site was commissioned with our system. This cannot be done at a contact level as there is often the same contact for multiple sites that were comissioned at different times.

New Contributor

We should have an option to create a workflow with a field of sales.

New Member

This is very essential to our customer service pipelines. We operate sites and not people, and thus we only build workflows around sites to service all our customers. Some companies may have dozens of sites, while only 1 or 2 contacts. Without a date-centered company-based workflow, we cannot schedule anything for our clients. We would also like the other contact-based workflow features for company-based workflows.

Occasional Contributor

We would also like to see this implemented. We have contacts with companies that have set expiration dates and we want to be able to create workflows to manage/alert us when these dates are upcoming.

Regular Contributor | Platinum Partner

Just commenting to follow the updates. Would love to see this happen. There are workarounds, but it's a bit of a mess.

Occasional Contributor

If this becomes a beta functionality, pls hit me up! 🙂

Status updated to: Being Reviewed
HubSpot Product Team

Hi Everyone,

 

I'm Jesse Tremblay, Product Manager for our Automation products here at HubSpot. Thanks for all of your feedback on this thread.

 

While we don't currently have anything planned here, we are going to be reviewing this idea. We will update this thread as we learn more.

 

Best,

Jesse

Occasional Contributor

This is absolutely critical for us. I have implemented workaround on this in the past and it **bleep**. Any ideas on if this is going to be coming any time soon? Trying to figure out if I should build the workarounds now, or wait?

Occasional Contributor

@SarahBeck would you be able to describe your workaround, please? 🙂

Occasional Contributor

Yes, please!

And for Deals and Tickets too!! 😄