Set a date property as "x days after" day of step

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New Contributor

Hi, currently we are working on a new Free Trial experience, whereby users are now given 30 days to test out software and are then shut off after that period. 

 

When users sign up for a free trial, we would like to populate a Date Property that is "30 days after" the time they fill out that form. As far as I can tell, workflows can only set a date property on the day of the step, or a set date. Is there a way around this so we can use that "End Date" property to customize warning emails telling contacts that their trial is running out?

 

Thanks!

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Q: Is there a way we can set a date 'x' days from when an action occurs in HubSpot?

 

Short A: No. Not within HubSpot (yet), but ...

 

Longer A:

You can use tools like Zapier or Automate.io to listen for your original date action, calculate a future date, then populate a field in HubSpot. In fact, we do this all the time to push deal close dates out by 30 days automatically at deal creation time.

 

Always happy to help you build on HubSpot.

 

Best,
Frank


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www.MFrankJohnson.com

Hope that helps.

 

Best,
Frank

 

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Community Superstar

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Help other HubSpot searchers find this post quickly by accepting this solution today.

 

Q: Is there a way we can set a date 'x' days from when an action occurs in HubSpot?

 

Short A: No. Not within HubSpot (yet), but ...

 

Longer A:

You can use tools like Zapier or Automate.io to listen for your original date action, calculate a future date, then populate a field in HubSpot. In fact, we do this all the time to push deal close dates out by 30 days automatically at deal creation time.

 

Always happy to help you build on HubSpot.

 

Best,
Frank


hubspot-solutions-signature-mfrankjohnson-v03.png

www.MFrankJohnson.com

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

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New Member

Zapier is usually used to connect two applications. In this case it would be Hubspot and ???. Google Sheets maybe. Do I create a formula to add the 90 days?

 

Any additional help would be great.

 

Thanks.

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Esteemed Contributor

Hi Jeaniemparker

 

Zapier is capable of zapping within a single app, so a zap could do something in outlook when a outlook trigger happens for example.

 

Although in Hubspot's case and your desired result, hubspot actually has 2 different apps on zapier, Hubspot and Hubspot CRM (I don't know why!)

 

I created a zap as an example for what you might like:

  • Trigger - Hubspot CRM - Deal enters stage (30 day trial active)
  • Delay for 28 Days
  • Action - Hubspot - Add contact to workflow (Email -- Your Trial ends in 2 days!)

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I hope that makes sense? It's pretty long winded for something easily doable by Hubspot themselves. Maybe respond to this idea and kudos the OP to get this happening sooner? https://community.hubspot.com/t5/HubSpot-Ideas/Allow-the-use-of-relative-dates-in-workflow-smart-lis...

 

Steve

 

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Esteemed Contributor

Hi again Jeaniemparker!

 

Just having a think about this and I realise this can be done in hubspot workflows but without focusing on the date field in the trigger, instead using a deal stage as a trigger.

 

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So the workflow waits until the contact enters a deal stage (Trial) and waits 28 days with the delay action before sending the contact the reminder email.

 

There is also the newer features in workflows to focus around a date instead. Allowing you to pre-action/delay the schedule and timing

 

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Occasional Contributor

Is this being developed for deal based automation as well? 

I would love to have the capability of automatically calculating projected dates from an initial date stamp of a deal property. This would be an invaluable thing for since we are a sourcing company and we have to know our dates from production to delivery. An adjustment at the anywhere on the timeline would have a compound effect on the entire project timeline and manually adjusting these dates is a tedious process.