HubSpot Ideas


[Idea] Monthly recurring workflow based on a specific date

It would be great to have the possibility to configure workflows with monthly or other periods (i.e.: quarterly, bimonthly, etc.) recurrence based on a date, instead of just annually.


For example, one of my goals with this is to create a monthly workflow to warn my clients by email/whatsapp to do their monthly investment in their investment portfolio (financial company here). Each client has a specific day of the month that is best for them to do the investment, so it would be ideal to remember each one of them in this date.

Without this kind of workflow, we will have to resort to the old spreadsheets + human work.