Workflow based off Deal Date Property

Highlighted
Regular Contributor

Hello -

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.

Any thoughts?

Thanks!

4 Replies 4
Highlighted
New Contributor

Looking for something similar - I'm trying to have a task assigned to a person one day after a deal property date happens (and have it occur annually), and since a single contact could have multiple deals (and the need to go through this workflow more than 1x per year), I can't just copy a deal date property over to a contact property and use the date-centered workflow template

Highlighted
Regular Contributor

Yes, exactly!

 

It's so simple and I don't understand why you can do it for a contact but not a deal. 

Regular Contributor

Thanks for posting this suggestion. I also need to be able to create a workflow based on a deal date property. We do so  much before and after projects that could be automated and/or prompted if we could use a workflow. For example, an automated email to the contractor requesting follow-up information that is needed every time; scheduling a call with the client and contractor prior to each project; etc.

Reply
0 Upvotes
Highlighted
Regular Contributor

Hey Devon you can do this already

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.

 

Do you have the lease date as a field inside your deal contact (i assume you would) you will need it.

Go to automation - workflows
then create a workflow 

 

trigger workflow when deal - property lease date field / whatever  you call it

is "more than" 60 days ago

 

Save

 

then use if /then branch

 

If yes - send email to client _ (if you have set  templates ) otherwise you can create a send internal email/ or create a task to you as a reminder to send email

Hope this makes sense.