Franci

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Francesco Collacciani

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

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Hyde-Smith le Décembre 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 Lire la suite

Répondre Idée Workflows

1 Mention J'aime

2 Réponses

Franci

Contributeur de premier rang | Partenaire solutions Diamond

Novembre 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...Lire la suite

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dmattauch le Août 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 Lire la suite

Répondre Discussion Sales Workflows

4 Mentions J'aime

5 Réponses

Franci

Contributeur de premier rang | Partenaire solutions Diamond

Novembre 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...Lire la suite

Barbie le Mars 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 Lire la suite

Répondre Idée Deals

4 Mentions J'aime

1 Réponse

Franci

Contributeur de premier rang | Partenaire solutions Diamond

Novembre 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...Lire la suite

Résolues

dvel le Février 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" Lire la suite

Répondre Discussion CRM Enterprise Professional

9 Mentions J'aime

10 Réponses

Franci

Contributeur de premier rang | Partenaire solutions Diamond

Novembre 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...Lire la suite

Gabry le Avril 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 Lire la suite

Répondre Idée Properties Workflows

0 Mention J'aime

1 Réponse

Franci

Contributeur de premier rang | Partenaire solutions Diamond

Novembre 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...Lire la suite

LWinkler le Octobre 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 Lire la suite

Répondre Idée Properties

1 Mention J'aime

1 Réponse

Franci

Contributeur de premier rang | Partenaire solutions Diamond

Novembre 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...Lire la suite

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