Question

How to trigger a Zap based on a specific HubSpotCRM field and then delay a SMS to tomorrow morning?

  • 24 November 2021
  • 1 reply
  • 5 views

Hi All,

 

I use HubspotCRM as my CRM system and I use ClicksendSMS as the SMS service.

 

When i create an order in HubspotCRM, I always set the ‘Customer Deposit Paid’ field as No. This is because i always receive the deposit a few days after the customer has signed the contract. Once i receive the deposit, I go into HubspotCRM and the change the field from No to Yes.

 

What i require is: When ‘Customer Deposit Paid’ field changes from No to Yes, then on the next day at 10am, send a SMS to the customer stating that their deposit has been received.

 

I sometimes update HubspotCRM very late at night so I don’t want a SMS sent to the customer at an unsociable time. This is why i require to have a delay for the next morning at 10am.

 

How do i do this? I cant figure out how to trigger the Zap when the field changes to Yes, I can only see the option of when the field changes...this counts even when i set it to No when i set up the deal in HubspotCRM which is not useful for sending a SMS. I have also tried the Delay functionality but it doesn't seem to trigger anything.

 

Any help would be great.


1 reply

Userlevel 7
Badge +12

Hi @cloak 

Try adding a Filter as Step 2 in your Zap: https://zapier.com/apps/filter/help

 

Reply