Dashboards & Reporting

MFerraris
メンバー

Notifications for expired deals

解決

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

1件の承認済みベストアンサー
rosa4
解決策
トップ投稿者

Notifications for expired deals

解決

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?

元の投稿で解決策を見る

12件の返信
GKell
投稿者

Notifications for expired deals

解決

Question not solved. This needs to be IF Close Date is before This Month, trigger workflow, but relative date ranges continue to be a real problem for Hubspot. 

Rkeane
HubSpot Employee
HubSpot Employee

Notifications for expired deals

解決

Hi all, with access to Deals based workflows, you should be able to enroll deals a certain number of days before/after the close date in order to send such notifications.

mpherr
投稿者

Notifications for expired deals

解決

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

TBurton
参加者

Notifications for expired deals

解決

Do you know if this question was ever answered? 

0 いいね!
thijsvisser
メンバー

Notifications for expired deals

解決

I have the same question!

0 いいね!
rosa4
解決策
トップ投稿者

Notifications for expired deals

解決

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?

Royce
参加者

Notifications for expired deals

解決

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?

TBurton
参加者

Notifications for expired deals

解決

I've been reaching this a lot - Has this been solved yet?? It's 2021 lol 

HKroon
参加者

Notifications for expired deals

解決

I was able to create a workflow in Automation.  Select the Deal object.  

HKroon_0-1614106802295.png

 

Anonymous
適用対象外

Notifications for expired deals

解決

Hey @HKroon  thanks for this. Been looking at different ways to get them enrolled. 

sharonlicari
コミュニティーマネージャー
コミュニティーマネージャー

Notifications for expired deals

解決

thank you for sharing @HKroon 


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0 いいね!
SeanRoyer
参加者 | Elite Partner
参加者 | Elite Partner

Notifications for expired deals

解決

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

0 いいね!