Send email to company owner if new contact created

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hi,

Simple request - I want to be able to send internal email to a user if a new contact has been created under the company.

The company owner is dynamic and we need a functionality that once a contact is created, we want to set that the company owner get an email, like this but with the company owner (Is it possible, or with workaround?):

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Thanks! :smiley:

2

Hi @OBetzalel,

Create a company-based workflow and you’re all set :slightly_smiling_face:

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Re-enrollment must be enabled for “Number of associated contacts is known”.

Best regards

3

@karstenkoehler My friend I was thinking just the same, but what happens if someone is removing a contact? - the email that will be sent is that a contact has been created but in this case a contact has been removed..

Thanks! :grinning_face:

4

@OBetzalel this would still only happen if there was also at least one contact created in the past 24 hours. The removal of a contact alone would not trigger the workflow.

It’s not 100% waterproof, yes, but you could simply phrase the notification text accordingly: “At least one contact was created in the last 24 hours for [company name] and the number of contacts associated to the company has changed.”

If that’s to loose for you, create a custom contact property (type: HubSpot user) and use a workflow to copy the company owner into this custom contact user property – then reference the custom contact user property in your contact workflow notification.