RevOps Docs for Startups
  • Welcome
  • Getting Started
    • Quickstart
    • About LeanScale
  • Growth Modeling
    • Building a Growth Model
      • Growth Model Assumptions
      • Growth Model Approaches
      • Growth Model Segmentations
    • Sales Capacity Plan
    • Marketing Plan
    • Customer Success Plan
  • Go-to-market Lifecycle
    • Go-to-Market Lifecycle
    • Lead Lifecycle
    • Sales Lifecycle
    • Customer Lifecycle
    • Proof of Concept Lifecycle
    • Lifecycle Measurement
  • Lead Attribution
    • Attribution Overview
    • Lead Source Taxonomy
  • Measuring Metrics
    • Reporting and Data Analytics
    • Sales Metrics
      • Created Pipeline
      • Weighted Pipeline
    • Marketing Metrics
      • Lead Impact Matrix
      • CAC to LTV
    • Customer Success Metrics
      • Net Retention
    • Partnership Metrics
    • Presenting Metrics
  • GTM Tech Stack
    • GTM Tech Stack Overview
    • When To Buy New Systems
    • Driving System Adoption
    • CRM Considerations
      • User-Oriented CRM
      • Data & Reporting CRM
      • Security-Focused CRM
  • Aligning Sales/Marketing
    • Alignment Overview
    • How to Align?
    • What is an SQL?
    • Building Marketing Operations
    • Defining GTM Process
    • Interviewing GTM Leaders
    • Finding The Right Talent
  • System Demos
    • Data Enrichment
      • Clay
      • Traction Complete
    • Conversational Intelligence
      • Gong
      • Unthread
    • CPQ
      • Dealhub
      • Salesbricks
    • Data Analytics
      • RevVue
      • QFlow
  • CRM Tips
    • Salesforce
      • Create Opp from Contact
      • Validation Rules in Flow
      • Roll Up Summary Field
      • Close Date Change Counter
      • Lead Stages
      • Sales Stages
      • Customer Stages
      • Next Step Fields
      • Lead Source Taxonomy
      • Proof of Concept Stages
      • Displaying Record Information
      • Display Dynamic Lists
      • Messages to End Users
      • Create Custom Buttons
      • Tips for Data Loader
      • Salesforce Inspector Reloaded
      • SFDC Navigator for Lightning
      • Bypass Validation Rules
      • Sales Manager Notes Field
      • Renaming Fields and Objects
      • Getting Faster to Record ID
    • Hubspot
      • Disable Picklist Options
      • Create Yesterday's Date
      • Create Today's Date
  • Strategic Walkthroughs
    • Revenue Operations Flywheel
    • Post-Fundraise Playbook
    • Building Board Decks
    • Building Dashboards
      • CEO Dashboards
      • Executive Dashboards
      • Marketing Dashboards
      • Sales Dashboards
      • CS Dashboards
      • Funnel Analytics
    • ChatGPT as a Salesforce Admin
    • Sales Commission Plans
    • Building Sales Territories
Powered by GitBook
On this page
  • Creating Custom Field for Yesterday's Date in HubSpot
  • Overview
  • Prerequisites
  • Step-by-Step Guide
  • Conclusion

Was this helpful?

  1. CRM Tips
  2. Hubspot

Create Yesterday's Date

PreviousDisable Picklist OptionsNextCreate Today's Date

Last updated 7 months ago

Was this helpful?

Creating Custom Field for Yesterday's Date in HubSpot

Overview

This document provides instructions on creating a custom field in HubSpot that displays yesterday's date. The custom field will be based on the "Today's Date" field created in a previous video.

Prerequisites

  • HubSpot account

  • Access to HubSpot settings

Step-by-Step Guide

1. Navigate to HubSpot Settings

  • Log in to your HubSpot account.

  • In the top-right corner, click the Settings icon.

2. Access Properties

  • In the left sidebar, click Properties.

3. Create New Field

  • Click the + Add field button.

4. Configure Field Details

  • In the Field name field, enter "Yesterday's Date".

  • In the Field type dropdown, select Calculation.

  • In the Calculation type dropdown, select Custom equation.

  • In the Output type dropdown, select Date.

5. Build Formula

  • In the Formula field, enter the following formula:

{{today's date}} - 1

  • This formula subtracts one day from the "Today's Date" field to calculate yesterday's date.

6. Test Formula

  • Click the Test button to validate the formula.

  • Verify that the formula returns the correct yesterday's date for different today's dates.

7. Save Field

  • Click the Save button to create the custom field.

8. Verify Field Update

  • Navigate to a contact record.

  • Observe that the "Yesterday's Date" field is not yet updated because it depends on the "Today's Date" field.

9. Update "Today's Date" Field

  • Update the "Today's Date" field for the contact.

10. Refresh Contact Record

  • Refresh the contact record.

11. Observe Updated "Yesterday's Date" Field

  • Verify that the "Yesterday's Date" field is now updated to the day before the updated "Today's Date" field.

Conclusion

By following these steps, you can create a custom field in HubSpot that automatically displays yesterday's date based on the "Today's Date" field. This field can be useful for filtering records, creating automations, and other purposes in HubSpot.