⚙ Operations Hub

JGidcumb
Member

Departmental Group Alerts

SOLVE

Hello!

Seeking direction on how to setup a departmental group alert.  For example, when a task is completed is there a way to alert a specific departmental group such as accounting, operations, etc?

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Departmental Group Alerts

SOLVE

Hi @JGidcumb,

 

Yes, using workflows, you can enroll records (e.g. contacts) when HubSpot finds an associated activity (e.g. task with a specified title and completion status). You can then send an internal marketing email, I've drafted and example below:

 

karstenkoehler_0-1667311312961.png

 

You can find in-depth information on workflows here: https://knowledge.hubspot.com/workflows/create-workflows

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Departmental Group Alerts

SOLVE

Hi @JGidcumb,

 

Yes, using workflows, you can enroll records (e.g. contacts) when HubSpot finds an associated activity (e.g. task with a specified title and completion status). You can then send an internal marketing email, I've drafted and example below:

 

karstenkoehler_0-1667311312961.png

 

You can find in-depth information on workflows here: https://knowledge.hubspot.com/workflows/create-workflows

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.