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.

Actualizaciones de HubSpot
Estado actualizado a: Delivered
September 01, 2022 11:17 AM

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

Estado actualizado a: Being Reviewed
May 18, 2020 01:12 PM

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

23 Comentarios
pzemansky
Miembro

Can we add the same functionality to Deal Date Properties?

caiodonald
Colaborador líder | Partner nivel Diamond

This to deals would work great for us!

ggamble
Miembro

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
Miembro

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

everest
Miembro

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
Participante

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
Colaborador | Partner nivel 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
Participante

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

Estado actualizado a: Being Reviewed
jtremblay
Equipo de producto 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
Participante

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
Participante

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

nona
Miembro

Yes, please!

And for Deals and Tickets too!! 😄 

AGORDON
Miembro

Hello,

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

Really useful for us 🙂

Jackl
Miembro

Date property for workflows would be awesome

Estado actualizado a: Being Reviewed
JoeMayall
Exmiembro de 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
Participante

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

APineiro1
Miembro | Partner nivel 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
Participante | Partner nivel Diamond

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

BCutler1
Miembro

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

AEGRON
Miembro

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 ! 😉