How to Include "Who Changed the Stage of the Deal" in Closed Lost Notification Email in Hubspot?

Smart CRM & Sales Hub CRM
1

Dear Hubspot Community,

I am seeking guidance on how to create a notification that alerts me when a deal stage is moved to the closed lost stage in Hubspot. Specifically, I require the following information to be included in the notification email:

  1. Deal Name
  2. Closed Reason
  3. Date lost
  4. Who moved the deal to the Closed Lost Reason

While I have managed to add the first three information as a deal property by incorporating personalize tokens into the notification email, I am encountering difficulty in including the fourth piece of information. I have been unable to locate a method to include the “who changed the stage of the deal” (deal activity info) in the notification email.

Could you kindly advise me on the most efficient way to address this issue?

Thank you in advance for your assistance.

Best regards,

2

Hi @APilanalı,

You could create an additional custom property on the deal object, “Closed by user”, for example. The property type would be HubSpot user, it behaves just like the Deal owner field, for example.

You could then make this a property that pops up when moving a deal to closed lost: Set up and manage object pipelines

From that point on, you have a deal property that can be used for personalization.

If you want a solution that does not rely on user input, that would require custom code and Operations Hub Professional.

Best regards!