Sales Hub Tools

moe1985
Member

Setting all data activity for contacts to match their Timezone

I'm almost positive Hubspot hasn't built a solution to this yet, BUT I'm hopeful some fellow Hubspot ninjas out there have already designed an outside the box approach to closing this gap.

 

Situation

Reps make outbound calls and schedule appointments. The Hubspot acct's default timezone is EST, but our team also works with CST customers. Each customer has Hubspot's default timezone set to their native timezone. 

moe1985_0-1738034429049.png

Problem

When reps schedule the call via CRM on the contact record, they schedule the meeting in the customers native timezone on the calendar, BUT once the meeting event is saved, the date and time stamp on the 'next activity date' field will convert/revert the value to EST. 

We have a workflow that turns the next activity date/time into a string and sets it as a token to an email confirmation and sms reminder, but what gets transmitted for CST customers is a date/time in EST which is confusing. 

Could a possible solution be a calculated property to convert the EST valus to CST based on the contacts set timezone? Has anyone tried that? 

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1 Reply 1
DianaGomez
Community Manager
Community Manager

Setting all data activity for contacts to match their Timezone

Hi @moe1985,

 

Thanks for reaching out to the Community!

 

I’d like to invite our experts to join this conversation so they can share if they’ve done something similar, to give you some inspiration.

 

Hi @franksteiner79 , @LouiseHare, @Lucila-Andimol, Do you have any suggestions on how @moe1985 could achieve their goal?

 

Thanks for sharing 🧡

 

Wishing everyone an excellent day!

Diana


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