Tips, Tricks & Best Practices

AditiSood22
Participant

Workflow to Auto Populate Timestamps into Deal Properties

SOLVE

I want to understand is there a way I can auto-populate timestamps in the workflows that I have created? I have creted 2 different workflows to auto populate Lead Creation Time and First Time Contact properties to calculate a third property called Lead Response time, but I can find a way to autopopulate timestapms, it is just date specific. 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow to Auto Populate Timestamps into Deal Properties

SOLVE

@AditiSood22 there's a newly launched beta for datetime properties which should work for your requirements:

 

karstenkoehler_0-1721116541148.png

 

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Workflow to Auto Populate Timestamps into Deal Properties

SOLVE

Hi @AditiSood22,

 

You can do this by simply using the 'Set property value' workflow action. When using this action, you can specify that the date property should be set to the date of the step ( = the current date).

 

For any additional calculations you need to perform on this stamped date, I'd recommend looking at calculation properties: https://knowledge.hubspot.com/properties/create-calculation-properties

 

Keep in mind that when you turn on the workflow, all records that you enroll on that day (e.g. all existing records) will get the current date, not the hypothetical date they would have enrolled on in the past.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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AditiSood22
Participant

Workflow to Auto Populate Timestamps into Deal Properties

SOLVE

I have already set the property value as Date of Step, my concern is not the date, but timestamps, is there a way to include time as well?

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow to Auto Populate Timestamps into Deal Properties

SOLVE

@AditiSood22 there's a newly launched beta for datetime properties which should work for your requirements:

 

karstenkoehler_0-1721116541148.png

 

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes