La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
I have the Sales professional package for Hubspot and need to create a timeline for my clients which they need to follow.
Based on that timeline, a reminder has to be sent one day before each deadline. Is this possible on Hubspot through automation/workflows or any other way?
Yes and no, if you want to send scheduled emails automatically, these would have to be marketing emails (that's just how HubSpot works). These emails could be sent using a contact-based workflow, spaced by delays.
There is a feature in Sales Hub Professional for sending emails automatically, too, Sequences. However, a sequence will automatically stop once a contact replies. They're meant for outreach, not for a series of emails to all be sent.
Yes and no, if you want to send scheduled emails automatically, these would have to be marketing emails (that's just how HubSpot works). These emails could be sent using a contact-based workflow, spaced by delays.
There is a feature in Sales Hub Professional for sending emails automatically, too, Sequences. However, a sequence will automatically stop once a contact replies. They're meant for outreach, not for a series of emails to all be sent.