topic Re: Notifications for expired deals in Dashboards & Reporting

Notifications for expired deals

MFerraris — Mon, 10 Jul 2017 12:49:15 GMT

Hello HubSpot,

First off, I've searched similar posts and don't think I was able to find the same question, I apologize if I missed it.

I've just started using the free version of CRM + Sales, I'm wondering if there's a way to setup an email notification, like the ones I receive for overdue tasks, for expired deals according to their close date... I probably can setup a task within the deal itself with the close date, but seems like an extra job instead of being automatic since theres a deal property for "close date".

Thanks in advance for your support.

Mike

Re: Notifications for expired deals

rosa4 — Tue, 18 Jul 2017 08:54:03 GMT

Hey @MFerraris you can automate task reminders in the HubSpot CRM when you create a task on a contact record. Check out how to dot his here: Can I automate task reminders in the HubSpot CRM?

Re: Notifications for expired deals

thijsvisser — Fri, 24 Nov 2017 14:25:54 GMT

I have the same question!

Re: Notifications for expired deals

Royce — Sun, 28 Jan 2018 01:37:13 GMT

I don't believe this answers the question.

I believe they are asking the same question that I have.

If a deal's close date is past due and the deal is not closed, is there a way to send a reminder to update the close date on the deal?

Re: Notifications for expired deals

mpherr — Wed, 11 Apr 2018 00:00:04 GMT

Exactly the same request here - automated notification for deals that pass the close date should be a standard

Re: Notifications for expired deals

SeanRoyer — Fri, 04 May 2018 19:45:02 GMT

You would have to setup a workflow on the marketing side, so you'd need Marketing Professional to do so currently.

Re: Notifications for expired deals

Rkeane — Mon, 07 Sep 2020 12:29:02 GMT

Hi all, with access to Deals based workflows, you should be able to enroll deals a certain number of days before/after the close date in order to send such notifications.

Re: Notifications for expired deals

TBurton — Thu, 17 Dec 2020 02:31:58 GMT

Do you know if this question was ever answered?

Re: Notifications for expired deals

TBurton — Wed, 03 Feb 2021 22:32:55 GMT

I've been reaching this a lot - Has this been solved yet?? It's 2021 lol

Re: Notifications for expired deals

HKroon — Tue, 23 Feb 2021 19:00:56 GMT

I was able to create a workflow in Automation. Select the Deal object.

Re: Notifications for expired deals

sharonlicari — Wed, 24 Feb 2021 16:11:30 GMT

thank you for sharing @HKroon

Re: Notifications for expired deals

Anonymous — Mon, 14 Jun 2021 11:40:27 GMT

Hey @HKroon thanks for this. Been looking at different ways to get them enrolled.

Re: Notifications for expired deals

GKell — Tue, 23 Nov 2021 21:13:51 GMT

Question not solved. This needs to be IF Close Date is before This Month, trigger workflow, but relative date ranges continue to be a real problem for Hubspot.