HubSpot Ideas


Create workflows triggered by date properties

I would like to be able to set a workflow to schedule a task the day before and after the date in a specific property. Here's my example:

We have a field called "Reinspection Date". I'd like to autmoate a task to get a reminder the day before and a second task to follow up the day after. The workflow would be triggered based on the date that entered into that field.


This functionality could be applied to several other instances (i.e. sending reminder emails the day before a specific event).

2 Replies

This would help us, too. This seems like a valuable add on for marketing and sales coordination.


Yes please