Hello - I’m trying to create an automated workflow where after a deal is set to “closed won”, the deal owner will receive an email 5 days later asking to populate non-required information in a property field.
Is there an easy way to do this? Ideally, they would be reminded every 10 days there after and the reminder would continue until a value is inputted.
The property is a check box. If it gets set to “Yes”, the email can trigger off. If nothing is checked, the automated email should continue to reach out.
Thanks for your help!
Hi @twollan,
Sure, such a workflow could look like this:
You could continue the reminders by repeating the steps. To stop the reminders, simply add the properties you want filled as workflow goal criteria: Use goals in contact-based workflows
For example, ‘Deal type is known’. The moment deal type becomes known, the deal would be unenrolled from the workflow, the reminders would stop.
In the internal email notification you would specify what exactly the owner should fill-in. If you want to link to a specifiy property, you can do the following.
Navigate to any deal record, click View all properties in the left sidebar, then search for the property that should be updated. You can now copy the URL from the address bar and use it in your notification:
In a notification within a workflow, you can then replace the part of the URL highlighted above with a personalization token for Record ID. HubSpot will then always construct the link that’ll take a user exactly to the page above, relative to the record.
Let me know if you have any follow-up questions!
