HubSpot Ideas

roop

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.

23 Commentaires
pzemansky
Membre

Can we add the same functionality to Deal Date Properties?

caiodonald
Contributeur de premier rang | Partenaire solutions Diamond

This to deals would work great for us!

ggamble
Membre

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.

aargudo
Membre

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

everest
Membre

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.

kdeleon
Participant

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.

tobiaspasma
Contributeur | Partenaire solutions Diamond

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

bunse
Participant

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

Statut mis à jour : Being Reviewed
jtremblay
Équipe de développement de HubSpot

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

SarahBeck
Participant

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?

bunse
Participant

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

nona
Membre

Yes, please!

And for Deals and Tickets too!! 😄 

AGORDON
Membre

Hello,

It would be really great to add this functionality to company date properties !!!

Really useful for us 🙂

Jackl
Membre

Date property for workflows would be awesome

Statut mis à jour : Being Reviewed
JoeMayall
Ancien salarié HubSpot

Hey folks!

 

Apologies — There was a miscommunication on our end, and I got my wires crossed and accidentally changed this to "In Planning." 

 

A member of the Product team will weigh in shortly to give us an update that accurately reflects the development schedule.

 

Best,

Joe

LTraikoff
Participant

Why is this not already an option? ActiveCampaign implemented this option years ago...

APineiro1
Membre | Partenaire solutions Elite

I need my team to be able to get reminders 30 days before the close date of a ticket so they can schedule a transition to a new point of contact. It would be really useful if the "center on a date property" was an option not just for Contact based workflows, but for all workflows - like deal and ticket workflows. I had to do a workaround where I copied the close date to the contact and then centered on the date property to build the reminder, but that can get messy if I have multiple tickets! Would love to see this update come out soon!

Sofia_Fedorova
Participant | Partenaire solutions Diamond

Upvoting the idea to implement data-centered workflows for deals! 🙏

BCutler1
Membre

This would be great! Having this implemented to Companies and Deals would be so helpful to a lot of our teams here. 

AEGRON
Membre

Hi Community ! 

 

I ve got a solution to propose you ! it s on 3 steps : 

 

1st : create an object property : "day date" 

2st : Update this property each date to know what is the "today" date (see the today date picture --> dont forget to re register the workflow) 

Today Date.png

 

3th : Say to the machine to : when the today's date is after the date you want to trigger --> trigger on 

 

Workflow 2.png

Conclusion : You re able to know when your date's property arrives. 

 

If need more, feel free to ask 

 

Sorry about the french version of my hubspot ! 😉