Rolling Date using Calculated Properties

[Zenitsu22]

I wanted to create a property that is based on a specific date. The idea is that every year, the calculation adds a year to the input. I want there to be two properties.

Property A (Initial Input Date)

Property B (Rolling Input Date)

Where Initial Input Date means the date we entered a company within the CRM.

Property A will remain uniform while Property B always changes depending on the year. For example:

Property A (Year 1): January 1, 2025

Property B:

> Year 2: January 1, 2026

> Year 3: January 1, 2027

Ideally, these properties should be the only ones that exist to ensure CRM hygiene.

and so on...

Any ideas how I can achieve this using calculated properties?

[karstenkoehler]

Hi @Zenitsu22,

Could you maybe - without referring to HubSpot features - explain what you're trying to achieve by doing that? What's the use case / goal? This feels like it may be adding steps to something that could be simpler or solved in a more elegant way.

In your goal property, what information will be stored? How will you use it?

Best regards

[Zenitsu22]

Planning to use it as a lead reactivation and renewal property that changes year by year. For example, if a lead is lost on January 1, 2025, I wanna use it as a way to easily track when a company's upcoming renewal date is year by year so I can reach out effectively. 

[karstenkoehler · Accepted solution]

@Zenitsu22 so what would the calculation property return exactly? The "anniversary" of that lost date?

If so, there are other potentially easier ways to solve this:

• Use a yearly recurring workflow based on that date to create a task for you
• Use a segment to filter by anniversary date, see below - this would allow you to create a filtered view of all contacts who have their lost "anniversary" within 14 days from now, for example