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Auto-Populating Timestamps in HubSpot Workflows

A Step-by-Step Guide to Tracking Current Dates Effortlessly

Overview

This article provides a clear, step-by-step guide to automatically populate timestamps in HubSpot workflows using the 'Set property value' action. This feature is beneficial for users who wish to track the current date for specific properties within their CRM workflows.

Steps to Auto-Populate Timestamps

1. Access the Workflow Editor

  • Begin by navigating to the Workflows section in HubSpot.
  • Select an existing workflow to edit, or create a new workflow as needed.

2. Add the 'Set Property Value' Action

  • Click on the “+” icon to add a new action in your workflow.
  • From the list of actions, select “Set property value.”

3. Choose the Desired Property

  • You will need to select the property you wish to auto-populate. This could be a custom property tailored for timestamps or a standard date property.

4. Configure the Date to Reflect the Current Date

  • In the set value field, select the option to establish the value as the current date.
  • By doing this, whenever the workflow is triggered, the specified property will automatically reflect the date of execution.

5. Utilize the Optional Beta Feature for Datetime Properties

  • If you need to include specific time data (beyond just the date), you can explore the beta feature that enables you to add time to datetime properties. Please check if this feature is enabled in your account settings.

6. Review and Activate Your Workflow

  • After adding and configuring the action, take time to review your workflow settings.
  • Don’t forget to activate the workflow so that it starts auto-populating timestamps based on your defined criteria.

Best Practices

  • Regularly monitor workflow performance to ensure timestamps are recorded correctly and accurately.
  • If you encounter any discrepancies or issues, consider reaching out to HubSpot Support for assistance.

By following the steps outlined above, you can effectively auto-populate timestamps in HubSpot workflows, enhancing your ability to track important events and changes within your CRM.