This is awesome, thanks Stuart. We have a question on the CloneNer integration and specifically the syntax you mentioned in the deal name "{{ deal.name }} Renewal {{ deal.next_renewal_year }} ".
Where is the value for {{ deal.next_renewal_year }} coming from? Are you creating a separate Deal Property for 'Next Renewal Year' and if so, how are you parsing out the year from the 'Next Renewal Date' property?
This is awesome, thanks Stuart. We have a question on the CloneNer integration and specifically the syntax you mentioned in the deal name "{{ deal.name }} Renewal {{ deal.next_renewal_year }} ".
Where is the value for {{ deal.next_renewal_year }} coming from? Are you creating a separate Deal Property for 'Next Renewal Year' and if so, how are you parsing out the year from the 'Next Renewal Date' property?
Great question, yes it's a separate deal property. Here’s to set it up:
1. Create a new HubSpot property:
Name: Next Renewal Year Object Type: Deal Group: Deal Information
2. Define your property
Type: Calculation
Output Format: Number
Number Format: Unformatted Number
3. Add a custom formula
→ (year([properties.renewal_date]) + 1)
You sir, are a wizard 🧙 Works like a charm. Much better than the branched workflow I had built extending into 2040 😆