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Notifications for expired deals

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一般投稿者

Hello HubSpot,

 

First off, I've searched similar posts and don't think I was able to find the same question, I apologize if I missed it.

 

I've just started using the free version of CRM + Sales, I'm wondering if there's a way to setup an email notification, like the ones I receive for overdue tasks, for expired deals according to their close date... I probably can setup a task within the deal itself with the close date, but seems like an extra job instead of being automatic since theres a deal property for "close date".

 

Thanks in advance for your support.

 

Mike

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受理された解決策
Highlighted
常連投稿者

Hey @MFerraris you can automate task reminders in the HubSpot CRM when you create a task on a contact record. Check out how to dot his here: Can I automate task reminders in the HubSpot CRM?

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Highlighted
常連投稿者

Hey @MFerraris you can automate task reminders in the HubSpot CRM when you create a task on a contact record. Check out how to dot his here: Can I automate task reminders in the HubSpot CRM?

一般投稿者

I don't believe this answers the question. 

I believe they are asking the same question that I have. 

If a deal's close date is past due and the deal is not closed, is there a way to send a reminder to update the close date on the deal?

一般投稿者

You would have to setup a workflow on the marketing side, so you'd need Marketing Professional to do so currently. 

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新メンバー

I have the same question!

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一般投稿者

Exactly the same request here - automated notification for deals that pass the close date should be a standard