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Auto-create a demo follow-up task a set number of days after the demo call is logged

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Professional.

Contact2 stepsUpdated for HubSpot seat pricing
OutcomeEvery demo gets a follow-up task on a fixed schedule automatically, so a rep never forgets to check back in because the week got busy.
Workflow mapsales-ops-035
Call outcome set to Demo completed leads to Delay 3 business days. Delay 3 business days leads to Create demo follow-up call task for owner. Call outcome set to Demo completed Delay 3 business days Create demo follow-up call task for owner
Call outcome set to Demo completed leads to Delay 3 business days. Delay 3 business days leads to Create demo follow-up call task for owner. Call outcome set to Demo completed Delay 3 business days Create demo follow-up call task for owner

When to use it, when not to

Use it

  • Use it when demos are logged consistently as calls or meetings with a clear outcome, and follow-up currently depends on the rep remembering to set their own reminder.
  • Use it as a simple time-based safety net, not a replacement for a rep's own judgment on when to actually reach out.
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Skip it

  • Do not use it if the deal is likely to move to a new stage or close within your chosen delay window; pair it with the Wait until variant below if you want the follow-up to skip when the deal has already progressed.
  • Do not use it for demos logged without a distinct outcome value; you need a reliable way to identify "this call was the demo" separate from other call types.
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The rest of this spec

Prerequisites · 2 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 2 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 1 case, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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