Hi - In Salesforce you could receive notifications when deals moved between stages. I don’t see how to do that in HS.
Can anyone help??
Thank you!!!
Hi @APeddar can you give this article a look over and let us know if you have more questions:
Follow a record (hubspot.com)
thank you! Is there a quick way I can follow all deals, so that I can get notification?
It appears there is not a quick way. It is a request on the Idea Board. Be sure to go upvote and add your use case to the comments:
HubSpot Community - Bulk follow CRM records - HubSpot Community
A possible way:
Use the List option to view all Deals in a list and hover over each one to Preview it:
The preview opens in a sidebar. Click Actions and then Follow.
I would also suggest making sure you get a notification about every new deal created (via Notifications or Workflow) so you can perform this task on new Deals. You can also find that Action menu when looking at a Deal full screen.
Hope that helps.
Hey @APeddar
you can set this up easily with the pipeline notifications.
You can set it up in an specific stage or in everystage.
To do this go to the pipeline stage setting
Add an action with the plus button
and choose the type of action Communication
you can choose the type of notification (email/in app/slack)
Hope this helps
@Lucila-Andimol whoa! That did not come up in my searching. Very cool!
Hey @APeddar
If you’re looking for a notification flow to your Slack, this could be easily setup with a third party hubspot slack integration like Sidekick
We could setup a webhook to notify of any deal stage being updated. And using that webhook, trigger a slack message to you or to a channel which has the details of the deal that just moved stages.
Let me know if something like this can be helpful - happy to help setup!