Hi All
I have managed to create a workflow that does this notification. However HubSpot doesn’t have the functionality yet to add a link to the actual deal itself.
How to do it:
1. Create a new workflow and select a Deal Property as Deal Stage.
2. Select the ‘Deal Stage’ equal to and select the stage where you want to recognise the change.
3. Click Save
4. Click ‘And’
5. The select Deal Property again and Deal Stage
6. Then select the ‘has ever been any of’ filter and select your Deal Stage. This step is what recognises the change in Deal Stage.
7. If you have an internal notification email, select the next action to send out the email notification to your relevant team.
The workflow criteria. Select your relevant Deal Stage to recognise the change.
Hope that helps. Let me know if you guys have any further questions.
The only downside to this is that in the notification email I cannot include a link to the actual deal (I still have no idea why this is not a functionality in HubSpot, when you can include other types of Deal details, like associated contact, number of associated deals etc).
Cheers
Ruwan