Alerting Contact Owners Of Other Users Working With Contacts

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New Contributor

Hi All,

 

I'm trying to find a way to let my salespeople know if a contact they own is contacted or has an activity created by a different salesperson. My company doesn't allow our people to work contacts that belong to someone else so this will head off misunderstandings between salespeople.

 

Any ideas? I've tried every workflow iteration I can think of, but I'm not able to make this happen. 

 

Thanks in advance!

1 Reply 1
Community Thought Leader | Diamond Partner

Hi @DaveMonheit 

 

I think you might be better off leveraging HubSpot's built in notifications for this. 


A user can receive a notification any time an activity is logged against a contact they own or follow. 

 

A couple of references:

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies