CRM

ChristoV
Participante

Turn of Deal Close Date automation from HubSpot

resolver

I am setting the Close date of a Deal manaully via Workflow.  The Workflow is doing the job, but HubSpot is still setting to the Date the Deal is closed Won.  When looking at the Close date property audit, the date was set by HubSpot Processing.  In Settings, I have turned off "Apply default close date to new deals".

The screenshot below shows the Close date property history:

Deal Close Date Propery Audit.png

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Turn of Deal Close Date automation from HubSpot

resolver

Hi @ChristoV,

 

The setting you're referring to affects the pre-population of the close date upon creation, not closing.

 

If you want to turn off the automation upon closing, you need to follow these steps: https://knowledge.hubspot.com/object-settings/automate-deal-pipelines?hubs_content=knowledge.hubspot...

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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ChristoV
Participante

Turn of Deal Close Date automation from HubSpot

resolver

@karstenkoehler, thank you for the quick response.  I'll update the settings accordingly and give it some testing.  Once all is working I'll mark as solution.

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Turn of Deal Close Date automation from HubSpot

resolver

Hi @ChristoV,

 

The setting you're referring to affects the pre-population of the close date upon creation, not closing.

 

If you want to turn off the automation upon closing, you need to follow these steps: https://knowledge.hubspot.com/object-settings/automate-deal-pipelines?hubs_content=knowledge.hubspot...

 

Best regards

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.

0 Avaliação positiva