HubSpot Ideas


Workflow centered on associated deal company

For every deal we have a number of customer and 1 associated company

We need to create a workflow centered on deal stage and date properties that send email to customer with info on associated company


e.g story case


We area a travel agnecy and we sell holidays. Every deal is associated to customer and tour operator ornizing the trip. We need to send email to customer one day before departure date (deal property) providing info on Associated compnay (name, telephone number, etc..)