Delete ToDos when client responds

[BHörmann]

Hello there, I am currently evaluating Hubspot for my company, hence I we will most likly upgrade the plan to professional. Also hope this is the right board to post on.

When I want to follow up on a client, be it offer, questions, information, etc. I would asume to use ToDos, makes sense. However is there a way to delete those ToDos after an Response via Mail or Call made them obsolete?

[karstenkoehler]

Hi @BHörmann,

Not that I know of, unfortunately. While a Professional subscription includes workflows, activites (and tasks belong to those) cannot be enrolled in workflows and not be edited/updated in an automated way.

(Task automation can be set up in a way that minimizes redundancy however. This depends on the exact requirements.)

If you'd like to discuss this a bit more in detail or have questions about a solid foundation in a Professional portal, feel free to schedule a meeting with me here. I've helped customers who were about to upgrade to Professional in the past, clarifying critical questions before the purchase.

Best regards!