I am assigned as the owner of a persona and I get notifications whenever a new contact joins our platform who fits that persona. I’d like another member of my team to also get notified when that persona record is created. What is the best way to do this without assigning my team member as the owner of that persona?
Hi @HiSoohie,
If you want to send automatic notifications, this requires the automation capabilities of a Professional subscription. This is not possible in the free CRM or Starter. Such a workflow (Menu > Automation > Workflows) could look like this, of course using a different property and recipient:
Without workflows, you could evaluate creating an additional custom owner property. These behave just like the regular contact owner, just as a separate field. To create this, set up a new custom property and choose the property type “HubSpot user”. You can name this whatever you’d like. When a user is made a custom contact owner, notifications will also be triggered:
Another option would be creating a filtered contact view of these contacts. It would have to be checked manually. Navigate to Menu > Contacts > Contacts, click All filters, set the filters per your requirements and then click Save view. If another user opens this view, they can drag and drop the view tab to the first position and it will become their default.
Best regards!