The "Date Calculation" action from the Workflow Calculations app by Integration Glue enables users to perform precise calculations with date-time values directly within HubSpot workflows. It’s designed to help automate date adjustments and support time-based triggers or actions in workflows.
In a workflow, this action can adjust a deal's close date by adding 14 days to set a realistic follow-up deadline or by subtracting 3 days from an event's start date to schedule a reminder task.
Property to Start From is the date property that serves as the starting point for the calculation (e.g., Contact Created Date, Deal Closed Date).
Property to Set is the option to choose a date-type property where the calculated result will be stored (e.g., a new deadline or future milestone).
Years is specifying the number of years to add or subtract from the starting date.
Months is specifying the number of months to add or subtract from the starting date.
Days is specifying the number of days to add or subtract from the starting date.
Here’s a step-by-step guide on how to set up the "Date Calculation" action in HubSpot Workflows using the Workflow Calculations App by Integration Glue:
Step 1: Create or Open a Workflow
- Go to the Automation tab and click on Workflows.
- Click on Create workflow or open an existing workflow where you want to add the Date Calculation action.
- Select the appropriate workflow type (e.g., Contact-based, Deal-based, etc.).
- Set the trigger criteria for your workflow (e.g., when a deal is created, when a contact reaches a certain stage, etc.).
Step 2: Add the "Date Calculation" Action
- After creating your custom properties and selecting your triggers, click the + button to add an action.
*If you don't know how to create custom properties click here - On the action side bar drop down, scroll down and look for the "Workflow Calculation Actions App".
- A drop down list of actions will appear. Select the "Date Calculations" action
- Click Save to add this action to your workflow.
Step 3: Configure the Date Calculation Action
Property to Start From
- Choose the date property that will act as the starting point for your calculation.
- This could be a standard property (e.g., Deal Create Date) or a custom date property (e.g., First Contact Date). Workflow uses this property’s value as the starting input for the action you are configuring
Property to Set
- Select the date-type property where the calculated result will be stored.
- This can be an existing property (e.g., Next Follow-up Date) or a new custom date property where you want the result to appear. Workflow uses this property’s value as the output for the action you are configuring
Years
- Specify the number of years you want to add or subtract from the start date.
- Use a positive number to add years, and a negative number to subtract years.
Months
- Enter the number of months to add or subtract from the starting date.
- Positive numbers will add months, and negative numbers will subtract months.
Days
- Input the number of days to add or subtract from the starting date.
- Positive values will add days, and negative values will subtract days
Step 4: Review and Save
- Double-check all the fields to ensure the settings are correct.
- Click Save to confirm the action.
Step 5: Test the Workflow
- After saving the workflow, publish it and test by triggering the workflow (e.g., create a new deal or contact that fits your criteria).
- Check the Property to Set field in your HubSpot records to verify that the calculated date is correct.
- Test different configurations with years, months, and days to ensure the calculations are accurate.
Step 6: Use the Calculated Date for Further Actions
- Use the calculated date in subsequent workflow actions (e.g., to send reminder emails, create follow-up tasks, or set up reminders).
- You can also display the calculated result in your HubSpot dashboards or reports for easy tracking.