CRM

VZivkovic
Participant

Dynamic workflow dates

SOLVE

I'm trying to replicate this post => https://community.hubspot.com/t5/CRM/How-to-set-up-an-end-of-contract-workflow/m-p/456333

 

Where an email would be sent to the contact 2 weeks before his contact would expire but I don't know how to set up a relative trigger (the one that relates to 2 weeks before the end date and not to any date in particular).

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VZivkovic
Solution
Participant

Dynamic workflow dates

SOLVE

I found the solution: The workflow should've been deal-based

View solution in original post

2 Replies 2
VZivkovic
Solution
Participant

Dynamic workflow dates

SOLVE

I found the solution: The workflow should've been deal-based

kvlschaefer
Community Manager
Community Manager

Dynamic workflow dates

SOLVE

Thanks for sharing the solution with the Community, @VZivkovic!