automate notifications for repetitive deals

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Occasional Contributor

Hi.

 

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.

 

Thanks.

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Community Manager

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


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Community Manager

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


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