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…

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

Do you know if this question was ever answered?

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

rosa4 July 18, 2017, 8:54am 2

Hey @MFerraris you can automate task reminders in the HubSpot CRM when you create a task on a contact record. Check out how to dot his here: Can I automate task reminders in the HubSpot CRM?

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