automate notifications for repetitive deals

Occasional Contributor



A number of deals that we create in our CRM and do business upon have a certain periodicity to them. Is there a way in HubSpot CRM to automate a notification email sent to the sales rep concerned every time a particular event is scheduled to happen?

Eg. If we do business providing AV services to a company holding its sales meeting on a quarterly basis, is there a way that everytime a month before they are holding a meeting, our sales rep concerned get a notification email, highlighting that the sales rep need to follow-up on that deal?

It would ensure a number of business do not escape our attention and slip between the cracks.




0 Replies

No replies on this post just yet

No one has replied to this post quite yet. Check back soon to see if someone has a solution, or submit your own reply if you know how to help! Karma is real.

Reply to post

Need help replying? Check out our Community Guidelines