I have been working for a solid week on creating workflow automation that moves deals to Closed Lost after a date has passed. We are a van rental company and essentially we would like deals that are in the pipeline with pick-up dates that have passed to move to Closed Lost after one day without us having to manually do it.
Here’s some background information:
- We are manipulating the Close Date field manually to reflect the pick-up date to accomplish the automation (it’s the only date field HubSpot would give me for the delay I have place)
- Because of the nature of our industry, we do not always get responses from leads which is why we’d like to have HubSpot move those folks into Closed Lost automatically after their pick-up date/close date has passed
The major issue is the automation is pulling deals from columns that I told the workflow to ignore, and moving them to Closed Lost regardless, including deals that are Closed Won.
Can anyone see what I’m doing wrong? I have tried several different filters and none of them seem to change the outcome.
