Lists, Lead Scoring & Workflows

SmartAcre
Member | Platinum Partner
Member | Platinum Partner

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

SOLVE

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!

2 Accepted solutions
DSelucky
Solution
Member

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

SOLVE

Hello everybody,

this is quite a time after the question was posted, but let me exercise here one low key solution. 

 

I had a similar question and what happened is that I came up with 2 simultaneous automation at the same time - just for fun. 

 

The task at hand:

When the deal is created, let the salesperson pick the interval after which he will follow up with the deal based on its ripeness. Make sure the salesperson has the ability to change intervals as he goes.

 

Solution 1:

Create a simple workflow that once the picked interval is known, set the date of when the interval has been set. This date then being known triggers a workflow that based on the interval picked triggers its own workflow with a delay of the days that correspond to the interval. 

 

Each of the workflows has a goal set that when a property "Restart Timer" is "1" then the deal gets kicked out of the workflow, so it could then enroll again if needed to reset its delay. 

 

In the picture below there is this resetting property set to 1 and then to 0 again and then there is 15 minutes window for HS to realize it has been reset back to its default value. I tried originally 5 minutes, but HS sometimes didn't realize after 5 minutes that the property is back to 0 and it was kicking deals from the next pipeline right after it enrolled. So 15 minutes it is. 

 

See pictures below.

(04) Reminder Time Set.png

(06) Timer 60 days Reminder.png

 

 

 

Solution 2: Create a property "Days Till Reminder" which will be basically just a number property that will update daily as a countdown of days till the reminder. Hook it to something that runs through the system daily to be sure it updates as important system properties update with it so you don't get some serious misalignment in data. 

 

I hooked it up with my "Today's Date".

(02) Today's Date (deal).png

 

And once it gets to 0 it's up to you if you set a new workflow that triggers a task, or that sends an internal email to your sales that its time to contact them or trigger your Paid Membership Pro integration to limit their access to your paid content. In my case, it is purely decorative so when our sales team opens the deal they see not only the interval that was picked and the start date but also how long till it's due. Needless to say, this value is being reset with the interval once the interval is set as per my first image. 

DSelucky_0-1646252301280.png

I know it's not much, but on our end, it's doing magic without any other integrations. We try to use as few as we can to keep data in one system, eliminate errors and eliminate costs for additional systems. 

View solution in original post

BLewty
Solution
Participant

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

SOLVE

Hi all, 

This is now possible through a HubSpot workflow but requires Operations Hub Pro or Enterprise. 

By using the 'Format Data' option, you can set a future date based on a present date.

Please see an example in this video or the workflow options below:

Internal_ set project DLP end date.png

View solution in original post

0 Upvotes
22 Replies 22
NPW
Participant

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

SOLVE

Hello All,

 

If anyone is still searching for a workflow action to set a future date and/or specific date X days from Y, please upvote the following thread: https://community.hubspot.com/t5/HubSpot-Ideas/More-workflow-options-for-date-properties/idc-p/75030...

 

Thank you!

BLewty
Solution
Participant

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

SOLVE

Hi all, 

This is now possible through a HubSpot workflow but requires Operations Hub Pro or Enterprise. 

By using the 'Format Data' option, you can set a future date based on a present date.

Please see an example in this video or the workflow options below:

Internal_ set project DLP end date.png

0 Upvotes
kvonloesecke
Community Manager
Community Manager

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

SOLVE

Thank you for sharing this update with the Community, @BLewty


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0 Upvotes
borisgdrz
Member

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

SOLVE

Hey for anyone trying to figure this out. You can actually create a custom property and use a workflow to set the time of the step to that custom property upon an action taking place. Then in the next action, you can use the format data feature and modify the previously set date, and finally, you can use this property as a token in your email.

PamCotton
Community Manager
Community Manager

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

SOLVE

Hey @borisgdrz , thank you for sharing this with us!

 

Kindly,

Pam

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0 Upvotes
AFreemerman
Participant

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

SOLVE

Hi,

 If you have the operational hub, you can do this  date  formating on the husbpot workflows: 

 

https://www.linkedin.com/posts/kyleanthonyjepson_hubspottipsandtricks-hubspot-automation-activity-68... 

0 Upvotes
kvonloesecke
Community Manager
Community Manager

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

SOLVE

Thanks for sharing this tip with us, @AFreemerman


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0 Upvotes
RMorgan
Participant

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

SOLVE

This is such a fundamental feature that's missing for any SaaS business - work arounds are so clunky. Please review this.

0 Upvotes
kvonloesecke
Community Manager
Community Manager

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

SOLVE

Hi @RMorgan,

 

Thank you for feedback.

 

I would highly recommend you to please post this product suggestion at our ideas forum.

 

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.

 

Thank you,

Kristen


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DSelucky
Solution
Member

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

SOLVE

Hello everybody,

this is quite a time after the question was posted, but let me exercise here one low key solution. 

 

I had a similar question and what happened is that I came up with 2 simultaneous automation at the same time - just for fun. 

 

The task at hand:

When the deal is created, let the salesperson pick the interval after which he will follow up with the deal based on its ripeness. Make sure the salesperson has the ability to change intervals as he goes.

 

Solution 1:

Create a simple workflow that once the picked interval is known, set the date of when the interval has been set. This date then being known triggers a workflow that based on the interval picked triggers its own workflow with a delay of the days that correspond to the interval. 

 

Each of the workflows has a goal set that when a property "Restart Timer" is "1" then the deal gets kicked out of the workflow, so it could then enroll again if needed to reset its delay. 

 

In the picture below there is this resetting property set to 1 and then to 0 again and then there is 15 minutes window for HS to realize it has been reset back to its default value. I tried originally 5 minutes, but HS sometimes didn't realize after 5 minutes that the property is back to 0 and it was kicking deals from the next pipeline right after it enrolled. So 15 minutes it is. 

 

See pictures below.

(04) Reminder Time Set.png

(06) Timer 60 days Reminder.png

 

 

 

Solution 2: Create a property "Days Till Reminder" which will be basically just a number property that will update daily as a countdown of days till the reminder. Hook it to something that runs through the system daily to be sure it updates as important system properties update with it so you don't get some serious misalignment in data. 

 

I hooked it up with my "Today's Date".

(02) Today's Date (deal).png

 

And once it gets to 0 it's up to you if you set a new workflow that triggers a task, or that sends an internal email to your sales that its time to contact them or trigger your Paid Membership Pro integration to limit their access to your paid content. In my case, it is purely decorative so when our sales team opens the deal they see not only the interval that was picked and the start date but also how long till it's due. Needless to say, this value is being reset with the interval once the interval is set as per my first image. 

DSelucky_0-1646252301280.png

I know it's not much, but on our end, it's doing magic without any other integrations. We try to use as few as we can to keep data in one system, eliminate errors and eliminate costs for additional systems. 

HLovatt
Participant

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

SOLVE

We need this as well to set close dates automatically to 90 days in the future, not the end of the current month

0 Upvotes
PDuque
Participant

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

SOLVE
0 Upvotes
SaWells
Contributor | Platinum Partner
Contributor | Platinum Partner

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

SOLVE

I can't find pricing, how much does it cost?

0 Upvotes
MSchmidl
Participant

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

SOLVE

it would be great to have this as a native feature - I don't want to buy an additional tool to have this kind of basic functionality. If you're running a subscription business for example, I don't want to calculate the term of notice manually, this should happen in the CRM (e.g. calculate Licence End Date minus 90 days)

JSchiraldi
Participant

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

SOLVE

We are trying to automate based on contact relationship status and 30 days prior to a date field and need this ability as well.

MFrankJohnson
Thought Leader

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

SOLVE

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.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

Arlene
Participant | Diamond Partner
Participant | Diamond Partner

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

SOLVE

Just to piggy back off of this. I used our zapier connection to do this. The steps were: 

Declare a trigger event. I used: [Contact Recently Created or Updated in HubSpot] and picked my "start date" as the property that I wanted to trigger this event. 

 

Then added a zapier filter to only continue if.... then set parameters for: Only trigger if start date does not contain "null" or end date contains "null". I did this so I didn't override what was already inputted manually in HubSpot.

Arlene_1-1598638386206.png

 

I had to add another step to customize my data / time format so that it would change from the default "UTC" to my timezone "US/Central". Despite having my master settings updated, without this step, my date kept adjusting incorrectly. Instead of adding 90 days it would add 96 days... This corrected that issue, and I haven't had a problem since. 

Arlene_2-1598638561086.png

 

Added a step to add the "data/ time" transform for "add/subtract" time. Since my identifier was a start date, I made that my input data and added "+90 days" as my expression.

Arlene_3-1598638614981.png

 

Then sent it back to HubSpot but this time as the end date instead of the start date. 

Arlene_4-1598638688511.png

Arlene_5-1598638707376.png

 

 

 

Since this only helps with ongoing needs, to back date my data, I created a second zapier flow that was very similar, but it had a different starting trigger. 

First, I created a static list in HubSpot that I used as the trigger for this zapier flow. 
Second, I went into HubSpot and made a workflow that had the enrollment trigger as "Start Date" property is "known". Then enroll contact into static list. 
Third, turned on my zap. 
Fourth, turned on my workflow and enroll all eligible contacts. 

 

PamCotton
Community Manager
Community Manager

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

SOLVE

Hi @Arlene 

Thank you for sharing with us your steps!

 

Kindly,

Pam

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0 Upvotes
Jeaniemparker
Member

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

SOLVE

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.

0 Upvotes
Hawk-Steve
Top Contributor

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

SOLVE

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!)

Capture.PNG

 

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