Create Today's Date

Create a Date Field That Automatically Updates with the Current Date in HubSpot

Overview

This guide demonstrates how to create a date field in HubSpot that automatically updates with the current date. This can be useful for various purposes, such as tracking the date of a customer's last interaction or generating reports based on the current date.

Prerequisites

• HubSpot account with access to create custom fields and automations

Steps

Creating a Custom Date Field

1. In your HubSpot account, navigate to Settings > Objects > Contacts.

2. Click the Create Field button.

3. In the Field Type dropdown, select Date.

4. Enter a Field Label (e.g., "Today's Date").

5. Click Save.

Creating an Automation to Update the Date Field

1. Navigate to Automation > Workflows.

2. Click the Create Workflow button.

3. Select Contact-based as the workflow type.

4. In the Trigger section, select Schedule and set the Frequency to Daily.

5. In the Criteria section, add two conditions:

   • Field is Today's Date

   • Value is is not known

6. In the Actions section, add a Set Property action:

   • Property is Today's Date

   • Value is Date of Step

7. Click Save & Publish.

Result

The automation will now run daily and update the "Today's Date" field with the current date for all contacts that meet the criteria. You can use this field in various ways, such as creating lists, filtering contacts, or triggering other automations based on the current date.