HubSpot Ideas

GFernandez34

Trigger workflow when two dates are equal

It would be great to be able to trigger a workflow when two date properties are equal.

 

For example: when sign-up date = first order date, send a notification to the sales team.

1 Reply
05201
Participant

Yes Exactly, when Close date =Today Date, i need to complete a followup, but i dont find a way except gathering the data via report