Automate deal stage change according to deal date

Smart CRM & Sales Hub CRM
1

Hello Hubspot Community

I was wondering if there’s already or there will be a way to automate a deal stage change on the pipeline, what I’m trying to do is to automatically get hubspot to move deals to the ‘lost deals’ stage when it reaches the close date thats been manually set?

This would save considerable time to I believe many users, so if it hasn’t been implemented do you think it could be an idea for future improvements?

Thanks in advance,

MIke

2

Hi @MFerraris

This is not currently supported but I hope it will be in the future within the Sales Professional workflows features.

At present, you can only create deals using workflows and create date being past or future is not a supported condition.

Fingers crossed for the future on this one.

Hope this helps.

3

Phil,

I appreciate your prompt reply on this.

Mike