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.

[roop]

Hi All,

I have an update - this functionality is now possible with a new action (Delay until a date) that's available to all customers using the workflows app. The new delay action allows you to create delays centered around both a calendar date (eg. an event happening on 9/15/22) or centered around a date property (for example the "close date" of a deal). This can be used in any type of workflow, including company workflows : )

Our KB doc has all the details: https://knowledge.hubspot.com/workflows/use-delays#delay-until-a-date

Best,

Megan

[roop]

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

[JSlater]

Can this also be considered for own bulit custom objects please

[MarianaG]

it would be great to be able to create a deal based workflow centered on a date

[MeganLegge]

Hi All,

I have an update - this functionality is now possible with a new action (Delay until a date) that's available to all customers using the workflows app. The new delay action allows you to create delays centered around both a calendar date (eg. an event happening on 9/15/22) or centered around a date property (for example the "close date" of a deal). This can be used in any type of workflow, including company workflows : )

Our KB doc has all the details: https://knowledge.hubspot.com/workflows/use-delays#delay-until-a-date

Best,

Megan