Franci

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Stratege/Strategin | Diamond Partner

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Francesco Collacciani

HubSpot Specialist @ Exelab | HubSpot Diamond Partner | HubSpot Certified Trainer | Asana Ambassador

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Hyde-Smith on Dezember 22, 2022

Future Close Date (workflow)

At the moment it is not possible in HubSpot to set a workflow to set a future close date depending on the stage of the deal. Currently, the date can be set to a static option or to a date of step. There is no option to set a value = today + 30 days Beitrag ansehen

Antworten Idee Workflows

1 Likes

2 Antworten

Franci

Stratege/Strategin | Diamond Partner

November 09, 2023

Hello 🙋🏼‍ If you have ever struggled with calculating future or past dates, say hello to the Workflow Date Calculator app we have re...Beitrag ansehen

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dmattauch on August 16, 2021

calculate a date in a workflow

hi, So when my deal reaches closed won, i have a property "start date" and a property "end date" that i need filled. Start date is date of step so it's easy to fill with workflow. End date is 60 days after start date. But in the workflo Beitrag ansehen

Antworten Diskussion Sales Workflows

4 Likes

5 Antworten

Franci

Stratege/Strategin | Diamond Partner

November 09, 2023

Hello 🙋🏼‍ If you have ever struggled with calculating future or past dates, say hello to the Workflow Date Calculator app we have re...Beitrag ansehen

Barbie on März 03, 2021

Upgrading Calculation Property to include Dates

We have a current need to be able to use a calculation property to calculate a future date based on another Deal date property (used with our PandaDoc integration with Hubspot for legal documents). Currently there is no way to accomplish th Beitrag ansehen

Antworten Idee Deals

4 Likes

1 Antwort

Franci

Stratege/Strategin | Diamond Partner

November 09, 2023

Hello 🙋🏼‍ If you have ever struggled with calculating future or past dates, say hello to the Workflow Date Calculator app we have re...Beitrag ansehen

Gelöst

dvel on Februar 04, 2021

Ability to create Negative Calculated Property Values (specifically for Time Between)

I'm trying to calculate the difference between a custom Today's Date property and a custom Renewal Date property. Using this calculation it should be pretty easy to assess whether a client is considered Active or Expired depending on whether "Today" Beitrag ansehen

Antworten Diskussion CRM Enterprise Professional

9 Likes

10 Antworten

Franci

Stratege/Strategin | Diamond Partner

November 09, 2023

Hello 🙋🏼‍ If you have ever struggled with calculating future or past dates, say hello to the Workflow Date Calculator app we have re...Beitrag ansehen

Gabry on April 21, 2023

A way to calculate a future or past date in a workflow

We need to have a way to calculate a date property based off of another date property. We have an "Anticiapted Close Date" that I would love to have be auto-calculated as "The first day of the month following the form submission date." Something lik Beitrag ansehen

Antworten Idee Properties Workflows

0 Likes

1 Antwort

Franci

Stratege/Strategin | Diamond Partner

November 09, 2023

Hello 🙋🏼‍ If you have ever struggled with calculating future or past dates, say hello to the Workflow Date Calculator app we have re...Beitrag ansehen

LWinkler on Oktober 12, 2021

Calculate future dates into custom properties

I know this has been raised a number of times before, but it would be great to be able to calculate into a custom property a date into the future. For example, we run a membership program based on 12-month spend. I would like to be able to creat Beitrag ansehen

Antworten Idee Properties

1 Likes

1 Antwort

Franci

Stratege/Strategin | Diamond Partner

November 09, 2023

Hello 🙋🏼‍ If you have ever struggled with calculating future or past dates, say hello to the Workflow Date Calculator app we have re...Beitrag ansehen

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