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…
HubSpot now prevents us from enrolling a company in a workflow from within the same workflow.
PS you can bypass this setup entirely by using Tick Tock Today, a HubSpot app. If you're not ready for that quite yet, you'll want to follow these steps.
Create 2 company properties:
→ Today’s Date Updated is None
→ Today’s Date Updated is Unknown
→ This could be anything from 1 minute to 12 hours.
→ We’ll use this as the trigger in workflow 2.
→ 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.
→ 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
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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