CRM

NGroupApS
Member

Get notification when a contact has no activity for 4 days

SOLVE

Hi, 

 

I'm looking for a way to setup notifications for a contact/deal if there hasn't been any activity for 4 or 5 days. Is this possible?

0 Upvotes
2 Accepted solutions
Jnix284
Solution
Hall of Famer

Get notification when a contact has no activity for 4 days

SOLVE

Hi @NGroupApS  Sure thing, you can create a simple workflow where the trigger is either for contact or deal using the property, last activity date and choose the timeframe.

 

Screen Shot 2022-09-07 at 6.42.08 PM.png

 

From there, you can set a task or create any other type of notification you prefer.


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon

View solution in original post

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Get notification when a contact has no activity for 4 days

SOLVE

Hi @NGroupApS,

 

If you want this to happen automatically, this would require a Professional subscription with access to workflows. Under Menu > Automation > Workflows, you would set up a contact- or deal-based workflow which could look like this:

 

karstenkoehler_0-1662611418944.png

 

If you're using the free CRM or a Starter version you don't have access to workflows. In this case, I would recommend setting up a filtered contact view. First, under Menu > Contacts > Lists, create a list that filters for contacts with "Last activity date is more than 4 days ago". Then, navigate to Menu > Contacts > Contacts and click All filters to filter for List membership in the list created a moment ago. Via Actions, you can add the Last activity date as a column and sort the filtered view by it. Then, click Save view > Save as new and name it accordingly. This would now dynamically update with inactive contacts.

 

For deals, you can customize the board view to show this automatically. Under Menu > Sales > Deals, click Board actions > Edit cards > Mark cards inactive after 4 days.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

3 Replies 3
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Get notification when a contact has no activity for 4 days

SOLVE

Hi @NGroupApS,

 

If you want this to happen automatically, this would require a Professional subscription with access to workflows. Under Menu > Automation > Workflows, you would set up a contact- or deal-based workflow which could look like this:

 

karstenkoehler_0-1662611418944.png

 

If you're using the free CRM or a Starter version you don't have access to workflows. In this case, I would recommend setting up a filtered contact view. First, under Menu > Contacts > Lists, create a list that filters for contacts with "Last activity date is more than 4 days ago". Then, navigate to Menu > Contacts > Contacts and click All filters to filter for List membership in the list created a moment ago. Via Actions, you can add the Last activity date as a column and sort the filtered view by it. Then, click Save view > Save as new and name it accordingly. This would now dynamically update with inactive contacts.

 

For deals, you can customize the board view to show this automatically. Under Menu > Sales > Deals, click Board actions > Edit cards > Mark cards inactive after 4 days.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

JWalczak
Contributor

Get notification when a contact has no activity for 4 days

SOLVE

This is really well explained (as with all your responses), thank you. I was wondering with the first reply, what subscription is required. I was looking for a solution for Sales Starter - i will use the filters, thanks again 🙂 

Jnix284
Solution
Hall of Famer

Get notification when a contact has no activity for 4 days

SOLVE

Hi @NGroupApS  Sure thing, you can create a simple workflow where the trigger is either for contact or deal using the property, last activity date and choose the timeframe.

 

Screen Shot 2022-09-07 at 6.42.08 PM.png

 

From there, you can set a task or create any other type of notification you prefer.


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon