Logging future dates but not in a task
SOLVE
1 Accepted solution
Logging future dates but not in a task
SOLVEHi @Gotcha
I think you are spot on with the custom date picker property. There are a few things that you can do from there to help make the information more automatic for your team OR automate the process.
1. Create an active list of inspection date is x days from now - you can do this by sales rep or as a comprehensive list of all contacts depending on your process. That way your data is on-demand and you know exactly who is in your queue to talk to that week or month or quarter.
2. Create a workflow to automate tasks for your sales team triggered on inspection date being x days from now. (you can decide if that task is for sequence enrollment, email, phone call or updating contact record)
3. You can also approach it from a place of customer service and enroll them in a nurture workflow based on their inspection being x days from now with helpful resources for an inspection and a later call to action to talk to a team member for help with inspections.
Hope this is helpful!
Cheers!
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Logging future dates but not in a task
SOLVEHello 🙋🏼
If you have ever struggled with calculating future or past dates, say hello to the Workflow Date Calculator app we have released!
Key Features:
- Set Missing Days: Choose your start date, select your target property, and enter the desired number of days/weeks/months.
- Compatibility: Works seamlessly with HubSpot's standard objects—contacts, companies, tickets, and deals.
Install the App: Head to the HubSpot Marketplace, install the Workflow Date Calculator, and get started for free.
Say goodbye to manual date calculations and hello to efficiency.
Try the Workflow Date Calculator today and elevate your HubSpot workflow game!
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Logging future dates but not in a task
SOLVEHi @Gotcha
I think you are spot on with the custom date picker property. There are a few things that you can do from there to help make the information more automatic for your team OR automate the process.
1. Create an active list of inspection date is x days from now - you can do this by sales rep or as a comprehensive list of all contacts depending on your process. That way your data is on-demand and you know exactly who is in your queue to talk to that week or month or quarter.
2. Create a workflow to automate tasks for your sales team triggered on inspection date being x days from now. (you can decide if that task is for sequence enrollment, email, phone call or updating contact record)
3. You can also approach it from a place of customer service and enroll them in a nurture workflow based on their inspection being x days from now with helpful resources for an inspection and a later call to action to talk to a team member for help with inspections.
Hope this is helpful!
Cheers!
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