Use product library in workflow or in another tool

It would be very useful if we can select product or term length as trigger option.

For example, set a workflow to send a notification email which will let us know it is close to the date of the term of the product.

HubSpot updates

changed to: Delivered

It is now possible to use product properties, including the product's term, as triggers in deal-based workflows! Please note that deal-based workflows are only available in Sales Professional and Enterprise. This article from our Knowledge Base describes the features of deal-based workflows in greater detail.

3 Replies

HubSpot Employee

Hi Pamela,

It sounds like you're wanting to be reminded when the time comes for a renewal. Am I understanding correctly? Can you talk a little more about why you were thinking of using a workflow?

Thanks.

Occasional Contributor

on - last edited on by

It would be great to add contacts to a list or to a workflow based on whether they paid a Quote generated in Hubspot or not. This would make sending a welcome or onboarding email much easier.

HubSpot Product Team

updated to:

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