Hello!
Seeking direction on how to setup a departmental group alert. For example, when a task is completed is there a way to alert a specific departmental group such as accounting, operations, etc?
Hi @JGidcumb,
Yes, using workflows, you can enroll records (e.g. contacts) when HubSpot finds an associated activity (e.g. task with a specified title and completion status). You can then send an internal marketing email, I’ve drafted and example below:
You can find in-depth information on workflows here: Create workflows
Hope this helps!