How can I create a workflow to trigger a task 3 months before a deal's close date?

[ozgesilla]

Hi everyone,

I’d like to build a workflow that automatically creates a task 3 months before a deal's close date. The purpose is to remind the sales rep to schedule a meeting with the prospect if one hasn’t already been booked.

So essentially:

• The workflow should trigger 90 days before the close date.

• It should check if a meeting has been scheduled (or not).

• If no meeting is found, then create a task prompting the sales rep to plan one.

Is this possible within HubSpot workflows? What’s the best way to set up this logic? Any tips would be greatly appreciated!

Thanks in advance 🙌

[karstenkoehler · Accepted solution]

Hi @ozgesilla,

Here's what you would do:

• Create a deal-based workflow
• Enroll based on 'When filter criteria is met'
• Specify as enrollment criteria: Close date is less than 90 days from now AND Close date is more than 89 days from now
• Switch to the Unenrollment tab and, as a workflow goal, specify, based on Activity properties: Activity type is any of Meeting AND Activity date is more than 0 days from now
• As the first and only action of your workflow, set up the task for the sales rep

Best regards!