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MrTMoney
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Member since ‎Dec 12, 2017
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MichelleFink on November 14, 2017
Workflows: Date fields on Deal level and logic for those relative dates
We have come across a variety of business cases where the need for a workflow action that centers on a date property field within the deal level would be helpful. Our most common issue is that when the deal becomes closed/won, our work is not done. read more
Reply Idea Workflows
26 upvotes
13 Replies
MrTMoney
Member
May 29, 2018
Agreed; flexible/relative deal-related date triggering for workflows is essential. @Hubspot there are numerous threads (in Community and Ideas) that ...read more
CCasemore on August 17, 2017
Allow the use of relative dates in workflow/smart list criteria
HubSpot Marketing currently only allows smart lists and workflows to use Deal date fields as absolute values (eg. August 17, 2017). This makes it very difficult to create smart lists and workflows based on aging deals or moving time ranges. The read more
Reply Idea Deals Lists Workflows
145 upvotes
41 Replies
MrTMoney
Member
May 29, 2018
Agree with all above. Not having the ability to trigger workflows based on relative deal-related date properties is a major issue in HubSpot. Echo ...read more
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