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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
Use product library in workflow or in another toolHubSpot Produkt-Team
changed to: Delivered
12-12-2018

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 Comentários
Hubspot-Mitarbeiter
Hubspot-Mitarbeiter

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.

carlos-ggi
Berater

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 Produkt-Team
HubSpot Produkt-Team
Status atualizado para: 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.