Workflows centered on date property

roop

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

HubSpot updates
Status updated to: Being Reviewed
Jun 17, 2021

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

Status updated to: Being Reviewed
May 18, 2020

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

16 Replies
pzemansky
Member

Can we add the same functionality to Deal Date Properties?

caiodonald
Top Contributor | Platinum Partner

This to deals would work great for us!

ggamble
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.

aargudo
Member

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

everest
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.

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
Contributor

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

bunse
Member

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

Status updated to: Being Reviewed
jtremblay
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

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
Member

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

nona
Member

Yes, please!

And for Deals and Tickets too!! 😄 

AGORDON
Member

Hello,

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

Really useful for us 🙂

Jackl
Member

Date property for workflows would be awesome

Status updated to: Being Reviewed
JoeMayall
HubSpot Product Team

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...