Mastering Task Reminders in HubSpot: A Guide for Users

Have you ever found yourself in a situation where you needed to create a task in HubSpot once a deal has been created? And you wanted to set the task due date to one month before the close date and the time to 12 PM? Well, you're not alone. This is a common challenge many users face when working with HubSpot. But don't worry, we've got a solution for you.

Step-by-Step Solution

Here's how you can tackle this problem:

  1. Set the Activity Date as {{setHour(addMonths(5.properties.closedate; -1); 12)}}. This will set the due date to one month before the close date and the time to 12 PM.
  2. Set the reminder to basically the same thing but format the time as HubSpot needs an epoch time. You can do this by using the following code: {{formatDate(setHour(addMonths(5.properties.closedate; -1); 12); “x”)}}.

This will set the reminder for the same date and 12 PM for it to show “At task due time”.

Troubleshooting Tips

If you're still having trouble setting the reminder in HubSpot, here are a few things you can try:

  • Double-check your code to make sure there are no typos or errors.
  • Make sure you're using the correct date and time format.
  • If all else fails, reach out to the HubSpot support team for help.

Conclusion

In conclusion, setting a reminder in HubSpot at the task due time can be a bit tricky, but with the right code and a little patience, you can easily overcome this challenge. We hope this guide has been helpful and wish you the best of luck with your HubSpot tasks!

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