Email notification when new contact/company/deal/task are created

Smart CRM & Sales Hub CRM
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1

Is there a way to send automated email notifications to the contact/company owner when another team member creates a new contact//company/deal/task in the Starte Marketing HubSpot?

2

Hi @AnatN,

No, not that I’m aware of. For a native solution, this would require workflows ( = a Professional subscription).

Best regards!

3

Hey @AnatN

There is no gerenal notification for when each record that is created to get notified

actually that wouldn’t be so useful and 'd become overwhelming .

However you can setup notifications when a record is assign to you,

or when a deal you own has change stage and much more.

Here is an article on the notifications setup

hope this helps

4

Hi Maria Lucia,

Thank you, your reply was very helpful.

Regarding being overwhelmed by notifications, I think it’s matter of preference and volume. In our case, the volume is relastively low and we have employees who are visually impaired. While HubSpot is a lot better than many alternaive CRMs in terms of accesibility, it’s far from being perfect. For our team, notifications are critical.