Automatic pipeline progress

Bnaya_Livne
Member

Hi,

We have a pipeline for date-based info, for example “customer satisfaction followup”, with, for example, 4 stages:
1st week, 2nd week, 3rd week, 4th week.
Is there a way to automate the process of moving customers from 1 stage to another based on some date field?

Thanks,
Bnaya

1 Reply 1
roisinkirby
HubSpot Product Team

This post was part of the HubSpot Community Team's migration of developer forums from integrate.hubspot.com to community.hubspot.com

 
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