Workflow based off Deal Date Property
Nov 13, 2019 5:14 PM
I am trying to create a workflow based off of a date at the deal property.
From what I can tell, HubSpot only allows a date centered workflow at the contact level.
This is what I'm trying to accomplish:
Send a follow up email 60 days after a lease start date, which is attached to a deal, and 60 days before the lease end date, also at the deal level.