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Set Create Date in HubSpot to something more relevant #150

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boris-moduscreate opened this issue Nov 17, 2022 · 0 comments
Open

Set Create Date in HubSpot to something more relevant #150

boris-moduscreate opened this issue Nov 17, 2022 · 0 comments
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enhancement New feature or request

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@boris-moduscreate
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boris-moduscreate commented Nov 17, 2022

Currently we set it to the date the automation creates the deal. But I feel like this doesn't actually reflect what HubSpot uses this field for, especially when it comes to reporting and when someone first imports a bunch of old data.

Proposed logic:

  • If it is a trial without a transaction then lets set create date to the date of the trial starting
  • If it is a trial that converts to a transaction then lets set it to the trial start date
  • If it is a transaction without a trial then lets set the create date to the transaction date
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