Hi! I’m creating a workflow to send a notification and a task to our AEs if no next activity (call, meeting, or to-do task) is scheduled for their deals. The issue I’m running into is that HS doesn’t recognize tasks due today, so my reps are getting pinged with my current workflow because there isn’t a way for me to say “only if no future task/activity exists” should they be enrolled in this workflow. Has anyone overcome this hurdle in some fashion?
Hi @CasebookJessica,
I would recommend adding a buffer time in there, e.g. last activity date is more than 2 days ago and next activity date is unknown. Otherwise, after completing an activity, reps will always be reminded immediately. If you want to avoid immediate notifications, you’ll have to add a filter for last activity date is more than x ago. Depending on the industry, this could be between 2 and 7 days.
Best regards!