Create a “Today’s Date” property for time-based reporting

We’ll create 2 properties and 2 workflows to workaround a tricky HubSpot limitation so you can use Today’s date in reporting and calculated properties. Eg. Days until renewal.

🚨 Why are we creating 2 workflows?

To keep our Today’s Date property up to date, we need to run the workflow on the same object at least once a day…

But…

HubSpot now prevents us from enrolling a company in a workflow from within the same workflow.

Here’s how our solution works:

PRE-WORK: Create 2 company properties:

• Today’s Date - Date picker
• Today’s Date Updated - Single Checkbox

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1. Create our first workflow triggered when:

→ Today’s Date Updated is None

→ Today’s Date Updated is Unknown

• Turn on re-enrollment for the trigger

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2. Set a delay for a set amount of time

→ This could be anything from 1 minute to 12 hours.

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3. Set the property value of “Today’s Date” to the time of the workflow.

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4. Set the property value of “Today’s Date Updated” to “YES”.

→ We’ll use this as the trigger in workflow 2.

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5. Copy the newly updated “Today’s Date” value to all associated Deals, Tickets, or Quotes.

→ You’ll need to add a corresponding “Today’s Date” property to each object you want to copy to but this way you don’t need additional workflows.

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6. Clone your new workflow and make a few tweaks:

→ Update the 2nd workflow to be triggered when “Today’s Date Updated” is equal to “Yes”

→ Update step 4 above to set the value of “Today’s Date Updated” to “NO” in the 2nd workflow

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And we’re all done. Our property will be updated at the interval we set with the current date in our accounts default timezone.

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