Hi There,
I am trying to find a way to create a workflow to send an email to Deal Owner, when deals pass their end date.
Email should be sent every Friday of deals passed their close date for the previous week.
I have tried looking into delays and other rules, but this seems to be quite tricky for me.
Any advice would be helpful.
Regards,
Karolis
Hi @KSurkus
The specific attempt to send every Friday when close date was within the current week, isn’t really possible.
You could simply send a reminder/notification if the close date of a deal was either a few days ago or is in a few days, and the deal isn’t in any of the “closed won” stages.
How many deals and sales reps are we talking about?
From experience I know that reminding sales reps about deals with close dates in the current month or creating views that highlight these deals are more effective than “missed deadline” reminders.
Hope that helps
Frank
Hi @KSurkus,
This should do the trick:
The workflow would execute Friday morning, send notifications for all deals that have a close date within the last 7 days and then wait again for the next Friday.
Outside of working hours, workflow actions don’t execute, so they would simply queue up until Friday 8 am.
If you’re referring to the previous week, not the current one, it would have to look like this:
I haven’t tested (since testing would involve waiting until Friday) but I’m fairly confident this works.
Best regards!
Hello,
I have a question, I am new to hubspot and during my interneship i have to work with it. But i want to know how i can send a notifications to a deal owner when the meeting date has passed. The deal owner than has to move the deal to another deal stadium.
If the deal owner hasn’t done that i would like to be able to automatically move the deal to another deal stadium. this after 3 days approximately.
Thank you in advance
Kind Regards
Enrick De Munter
