HubSpot Ideas

paytek_haley

Workflows to time stamp a day of the week

When creating a workflow to update a property based on some stage or activity, it would be useful to set the property date based on the day of the week.

 

For example, if it's Monday, datestamp the payment date property for the previous Friday. If Tuesday, datestamp payment date for upcoming Friday.

 

This would mean having the option to filter by day of the week in workflows, as well as update a property date with more complex options outside of "date of step" or a specific date.

2 Replies
lukecro
Participant

This would be very useful!

Lea
Participant

 

This would be very useful indeed.

For the lead rotation for exemple> being able to rotate leads to a specific owner based on days of the week. 

If it is Monday assign leads to owner A, If it is Tuesday assign leads to owner B etc..