Lists, Lead Scoring & Workflows

ReUpEducation
Contributor

Any creative ideas for incrementing a date field or setting it for X days in the future?

SOLVE

We have a date field that we need to set to a future date based on a form response. We'll call it "Expiration Date" and let's say we want to set it to a year from when the form is submitted.

 

Using a workflow, there doesn't seem to be a way to set the date to anything other than the date the action occurred or a hard-coded date. Incrementing a propery only works on numeric fields, not date fields. And date fields also can't be used in conjunction with Calculation fields.

 

We need the actual date to be populated in the field so we can see future Expiration Dates - we can't just have the contact sitting in a workflow for a year.

Any creative solutions (or add-ons/plugins) for populating a relative date or incrementing a date? This should be simple and I hope I'm missing something obvious.

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1 Accepted solution
Mike_Eastwood
Solution
Key Advisor | Gold Partner
Key Advisor | Gold Partner

Any creative ideas for incrementing a date field or setting it for X days in the future?

SOLVE

Hi @ReUpEducation 

 

As you've described the "out of the box" technique would be to set a delay in the workflow – wait 365 days – then change the property.

 

For one of our clients (we're a Gold HubSpot Agency based in New Zealand) we created an app that sets dates, membership status and other relevent information in the Contact, Company and Deal. This meant we could also use the properties to create renewal lists, active members, etc.

 

Here's some information about Custom HubSpot Integrations.

 

Please send me a message if you'd like to discuss your goals.

Mike

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2 Replies 2
Franci
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Any creative ideas for incrementing a date field or setting it for X days in the future?

SOLVE

Hello 🙋🏼‍

 

If you have ever struggled with calculating future or past dates, say hello to the Workflow Date Calculator app we have released!

 

Key Features:

 

- Set Missing Days: Choose your start date, select your target property, and enter the desired number of days/weeks/months.

- Compatibility: Works seamlessly with HubSpot's standard objects—contacts, companies, tickets, and deals.

 

Install the App: Head to the HubSpot Marketplace, install the Workflow Date Calculator, and get started for free.



Say goodbye to manual date calculations and hello to efficiency. 

Try the Workflow Date Calculator today and elevate your HubSpot workflow game!

Francesco Collacciani

HubSpot Specialist @ Exelab

#1 HubSpot Diamond Partner in Italy

emailAddress
francesco.collacciani@exelab.com
website
https://www.exelab.com/en/
Get in touch with us!
0 Upvotes
Mike_Eastwood
Solution
Key Advisor | Gold Partner
Key Advisor | Gold Partner

Any creative ideas for incrementing a date field or setting it for X days in the future?

SOLVE

Hi @ReUpEducation 

 

As you've described the "out of the box" technique would be to set a delay in the workflow – wait 365 days – then change the property.

 

For one of our clients (we're a Gold HubSpot Agency based in New Zealand) we created an app that sets dates, membership status and other relevent information in the Contact, Company and Deal. This meant we could also use the properties to create renewal lists, active members, etc.

 

Here's some information about Custom HubSpot Integrations.

 

Please send me a message if you'd like to discuss your goals.

Mike