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.
Hi @Nipun_Ansal There is currently not a way to automate this. You would have to do this manually. You can set a task, and set a reminder for a task, for any given date, from either the the contact or the company record.
Thank you,
Ed Justen
Did my post help answer your query? Help the Community by marking it as a solution
Hi @Nipun_Ansal There is currently not a way to automate this. You would have to do this manually. You can set a task, and set a reminder for a task, for any given date, from either the the contact or the company record.
Thank you,
Ed Justen
Did my post help answer your query? Help the Community by marking it as a solution