topic Task Completed Notification in Sales Hub Tools

Task Completed Notification

ADuncza — Wed, 13 Jul 2022 14:28:40 GMT

I'd like to be able to send a notification when a task is complete.

Re: Task Completed Notification

karstenkoehler — Wed, 13 Jul 2022 14:33:41 GMT

Which HubSpot subscription are you on?

As far as I know, this is possible when tasks are created within workflows. (This allows for a check whether the task has been completed. If so, a notification can be sent.)

Outside of workflows or in free and Starter subscriptions, this cannot be done.

Could you elaborate a bit more on why you would like to receive a task completion notification? Maybe there's a workaround.

Best regards

Re: Task Completed Notification

ADuncza — Wed, 13 Jul 2022 17:31:52 GMT

Hi Karsten,

Thanks for your help and input.

I have Marketing Hub Professional, Sales Hub Professional, CMS Hub Professional.

I have a user that would like to create tasks for her boss and then be notified when he completes them.

We did end up creating a Deal-based workflow to accomplish this. When creating the task, a deal must be associated and then things seem to be working as expected. If the task is completed, an email is sent to my user notifying her.

Thanks again.

Re: Task Completed Notification

Jacob9 — Mon, 03 Oct 2022 07:52:02 GMT

How did you manage to get the notification, @ADuncza? I have made a workflow creating tasks, but there is no option to get notified when completed...