Question about workflow for tasks in deal pipeline (with Hubspot Sales Starter)

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1

Hello,

I’ve created workflow to deal pipeline as it makes tasks when deal is moved from stage to another. I wanted these tasks to be reminders to sales reps that they for exmple remember to create a quote or ask a follow up on a send quote.
I’ve put due date to be 10 days after the deal has been moved to specific pipeline stage.
I was wondering, is it possible to inactive these tasks if the deal has been moved to new stage before this due date?

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So, when deal is moved from Offer requested to Offer sent column in 10 days, is it possible not to have task reminder to sales reps about preparing and sending the quote.
And same when deal is moved Offer sent to won/lost column. If deal is moved to next stage in 10 days, there is no need to have reminder to sales reps.
Thank you.

2

Hi @LRimpiläinen,

This is unfortunately not possible – it’s not possible to close tasks via automation.

Other users have requested this here but HubSpot is currently not planning to implement this: https://community.hubspot.com/t5/HubSpot-Ideas/Allow-workflows-to-delete-or-mark-tasks-complete/idi-p/277820

Best regards!

3

Thank you for your promt reply Karsten.
Hopefully this is something you will keep in your minds for the future, when developing Hubspot features.

4

Hi @LRimpiläinen, I also hope HubSpot will. (I don’t work for HubSpot. I’m a freelancer who supports users in the community in his free time.)