Everyone,
Workflow Issue Notifications is now live for all Enterprise customers. You can receive notifications of workflow issues via Slack, Email, Facebook Workplace, MS Teams, Mobile, Browser, or with In-app notifications on a per workflow basis. As a result, less business critical workflows can continue to be managed through the workflows Needs Review tab, but users can receive notifications for higher priority workflow issues every time they occur, or after as set period of time defined by the user. Workflow notifications are available in Enterprise-level HubSpot portals.
Two steps are needed for an account to receive this notification: notification recipients need to be selected per workflow, and those recipients need to opt-in to that notification per channel.
For the first step, to turn on issue notifications for a workflow, users will go to Workflows > Settings and notifications > Notifications tab. Then they’ll set select the desired individuals or teams that will receive notifications for that workflow. Lastly, they’ll turn the When Workflow Needs Review toggle to On.
For the second step, in order for each of those recipient to receive this notification, they will need to opt-in to one or more notification channels. To do so, users will first go to Settings > Your preferences > Notifications. Then will select the tab for a notification channels Email, Desktop, or Slack.
Then, to opt-in for this notification within each desired channel, users will expand the Workflows accordion. Within that accordion, users will check the checkbox next to When a workflow needs review.
For more information on setting up user notifications, check out this knowledge article.
Looking forward to hearing your thoughts and feedback on workflow issue notifications!
Best,
Jess