This could be set up using a company based workflow that enrolls companies 'When filter criteria is met' > 'Lact activity date is more than 60 days ago'. You would then ideally specify which associated contact, by association label, should receive the email.
However, I would challenge the overall process. Are you sure you want to automate a touchpoint with customers? This can very easily backfire if a touchpoint was simply not documented (unlogged email, unlogged inbound phone call, etc) and with a relationship as valuable as with a customer, I would probably rather consider creating a task for the record owner to check whether a sequence makes sense, for example. I would strongly recommend having a human quality gate before automatically sending communication that is potentially too generic.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
This could be set up using a company based workflow that enrolls companies 'When filter criteria is met' > 'Lact activity date is more than 60 days ago'. You would then ideally specify which associated contact, by association label, should receive the email.
However, I would challenge the overall process. Are you sure you want to automate a touchpoint with customers? This can very easily backfire if a touchpoint was simply not documented (unlogged email, unlogged inbound phone call, etc) and with a relationship as valuable as with a customer, I would probably rather consider creating a task for the record owner to check whether a sequence makes sense, for example. I would strongly recommend having a human quality gate before automatically sending communication that is potentially too generic.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Automated emails to clients 60 days after last activity? Is it possible?
SOLVE
Hi Karsten,
Thanks for the quick reply. Let me see if I can work on that solution, most appreciated!
I am only going to be using this process on a very few 'clients' and totally appreciate what you are saying. I may even create a version of this that notifies a team member to check, view then manually call / email in each case.
Automations are great, but we need to keep the safety of a human element as you suggest!