Dashboards & Reporting

MFerraris
Miembro

Notifications for expired deals

resolver

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 Soluciones aceptada
rosa4
Solución
Colaborador líder

Notifications for expired deals

resolver

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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12 Respuestas 12
GKell
Colaborador

Notifications for expired deals

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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

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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
Colaborador

Notifications for expired deals

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

TBurton
Participante

Notifications for expired deals

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Do you know if this question was ever answered? 

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thijsvisser
Miembro

Notifications for expired deals

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I have the same question!

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rosa4
Solución
Colaborador líder

Notifications for expired deals

resolver

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
Participante

Notifications for expired deals

resolver

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
Participante

Notifications for expired deals

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

HKroon
Participante

Notifications for expired deals

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

HKroon_0-1614106802295.png

 

Anonymous
No aplicable

Notifications for expired deals

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

sharonlicari
Administrador de la comunidad
Administrador de la comunidad

Notifications for expired deals

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thank you for sharing @HKroon 


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SeanRoyer
Participante | Partner nivel Elite
Participante | Partner nivel Elite

Notifications for expired deals

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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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