Use today's date in the CRM

To track data compared to the current day, you can use today's date and other relative measures of time in your CRM. For example, if you create a Renewal date property, you can set the property to display time from today (e.g., Renewal date is 10/28/2024, 12 days from today) and filter records based on their Renewal date values (e.g., Renewal date is this month).

In this article, learn more about the ways you can use today's date and relative time in HubSpot:

• Show relative time from today when viewing a date picker or date and time picker property.
• Create calculation properties to track the time since or time until a date (BETA, Professional and Enterprise only).
• Set up filters and enrollment criteria based on today's date or other relative time periods in object index pages, lists, reports, workflows, and datasets.

Display property values with relative time from today

For date picker and date and time picker properties, you can choose to display their values including the number of days from the current date. This option is available for both default and custom properties. 

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Properties. 
• Create a property or edit an existing property. 
• Navigate to the Field Type tab. The field type must be either Date picker or Date and time picker.
• Select Show [date/date and time] with relative time. Displaying relative time doesn't affect the property's values.

• Finishing setting up or editing the property, then click Create or Save.

When viewing the property value on a record, the number of days ago or from today will be displayed. 

Please note: relative time is not supported when viewing the property's values in forms, reports, or the mobile app.

Use time since and time until calculation properties (BETA, Professional and Enterprise only)

If your account has access to the Create 'Time Since' and 'Time Until' properties beta, you can create calculation properties that track the amount of time since or until a date. For example, you can create a Time since open property to track how long a deal has been open in your pipeline.

Learn more about these properties in this article (Password: Properties_187939).

Use today's date or relative time in filters

You can set up filters based on today's date or relative time from today in HubSpot tools to segment records, trigger automation, and report on data. Below are the supported tools and example use cases.

Object index pages

When filtering records on an object index page, you can set criteria for date and date and time properties using relative time measures. This includes default options such as Today or Last quarter, and custom measures such as more than 10 days ago or less than 45 days from now.

• Navigate to your records and select a date/date and time property by which to filter the records.
• Set your criteria using today's date or the relative time from today. For example:
  
  • To view deals with a Close date today or another default option, using quick filters, click Close date, then select an option. If using the Advanced filters panel, select Close date > is > [option].

• • To view deals with a Close date within a custom amount of time (e.g., 45 days or less from the current day), in the Advanced filters panel, select Close date > is [less/more] than > [number] > days [ago/from now].

• To save the filters as a view, click the saveEditableView Save icon.

Learn more about filtering records.

Lists

When filtering records to include in a list, you can set criteria for date and date and time properties using the relative time from today. For example, Last activity date is more than 10 days ago or Close date is less than 45 days from now. You can also filter based on how recently a value was updated or if a value is before or after another property's value.

• In your HubSpot account, navigate to CRM > Lists.
• Create a list or edit an existing active list.
• In the left panel, click + Add filter. Set your list criteria using relative time from today with [Object] properties as the filter category. For example:
  • To include contacts who engaged with your team today, select Contact properties > Last engagement date > is less than > 1 > day ago.

• • To include contacts with a Renewal date within a custom amount of time (e.g., the next six months), select Contact properties > Renewal date > is [less/more] than > [number] > days [ago/from now].

• Continue setting up or editing your list, then click Save list.

Learn more about how to create lists and determine your list criteria.

Reports

When creating or editing a report, you can set date ranges and filters based on today's date and relative time. This applies to default reports from the report library or custom reports created in the custom report builder (Professional and Enterprise only).

• In your HubSpot account, navigate to Reporting > Reports.
• Click Create report or edit an existing report. You can select a template or if your account has a Professional or Enterprise subscription, use the custom report builder.
• If using a report template, in the right panel, you can select default options or set custom relative time measures for the report's Date range and Filters when using date/date and time properties.

• If using the custom report builder (Professional and Enterprise only), you can select default options or set custom relative time measures for when filtering date/date and time fields.

• Continue setting up or editing your report, then click Save.

Workflows (Professional and Enterprise only)

You can use today's date or other relative time measures in workflow enrollment triggers and branches. For example, create a workflow that sends you a notification when a deal's Close Date is today.

• In your HubSpot account, navigate to Automations > Workflows.
• Click Create workflow.
• Add an enrollment trigger or branch.

• Select [Object] properties as the filter category.
• Select a date/date and time property.
• To set criteria based on today's date, use the options less than or more than to specify the number of days from the current date. In the example below, if the workflow runs every day, a deal will be enrolled in the workflow if its Close date is today.

• Click Save.
• Add actions as needed. For example, you could send a notification to the deal owner when the Close date is today.

• Publish and turn on the workflow.

Datasets (Operations Hub Enterprise only)

In datasets, you can use date/date and time properties and date functions in filters and formulas to calculate relative time. Learn more about creating custom datasets.

For example:

• To calculate the time until a contact's birthday, use DATEDIFF("DAY",[Birthday], NOW()).
• To show deals whose Last activity date value is more than 30 days from today's date, you could use IF(DATEDIFF("DAY",[Last activity date], NOW()) > 30, " More than 30", "Less than 30").