Hi,
I think a good idea in the CRM would be if someone can get notified when someone in their company adds an activity to a contact record.
Kind regards,
Saul
Hey @SWaldram, thanks for sharing!
What specific activities are you trying to be notified of? Depending on what it is, you may be able to build a custom internal notification workflow.
You are also able to “@mention” HubSpot users in notes and comments on the contact record, which can send you a HubSpot nofication and/or a notification from HubSpot. Maybe that’s something you could bake into your HubSpot process for key activities!
Happy to provide more thoughts if you can share a little bit more about what you’re hoping to accomplish!
Hi @SWaldram,
In addition to what @jolle shared, users in your CRM can choose to follow records: https://knowledge.hubspot.com/crm-setup/follow-a-record
When they do so, they will receive notifications when there is new activity on the record.
Best regards!