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…

Hey @MFerraris you can automate task reminders in the HubSpot CRM when you create a task on a contact record. Check out how t…

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

I was able to create a workflow in Automation. Select the Deal object. [38486iF5439C52D252C9CD.png]

Hi all, with access to Deals based workflows, you should be able to enroll deals a certain number of days before/after the cl…

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 …

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

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

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

Question not solved. This needs to be IF Close Date is before This Month, trigger workflow, but relative date ranges continue…

Notifications for expired deals

TBurton December 17, 2020, 2:31am 11

Do you know if this question was ever answered?

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