HubSpot Ideas

ErikGron

Due date of Automated tasks > On Selected Date

Hi all,

 

I am a user for Sales Hub Starter.

 

When automating a task based on a Pipeline Update, i.e, the Deal moves from Opportunity to Quoted, you can only select as a Due date the options of:

 

1. Inmediately

2. On a specific date, which is set as xxx days and xxx hours from the task creation

 

What if you could also add a 3rd option as 

 

3. On a specific date, which is set as xxx days and xxx hours before the closing date of the deal.

 

If you also integrate your Calendar/Outlook with Tasks, you can have ALL AUTOMATED TASKS in your Agenda. This can be a GREAT REMINDER for everyone, to take actions BEFORE the deal expires. 

 

In my case, this is absolutely the best improvement I could ask to Hubspot. You made a great work when you developed the integration between tasks and calendar, which was requested by the comunity for a long time, but this minor detail could improve it a lot!

 

Many thanks for reading

Erik

 

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