Is it possible to customize the email that is sent automatically when a deal owner is changed? We get an email with the subject "You have been made the Deal owner of the deal...". It includes a link to the deal, but we would like to include the Company name that is associated with the deal in the subject line of the email.
With a Professional or Enterprise subscription, this becomes possible: Users can create workflows and send automated internal emails based on changes in property. Those emails are freely customizable.
Below the Professional tier, you could look into third-party solutions like Zapier to create your own notifications.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
With a Professional or Enterprise subscription, this becomes possible: Users can create workflows and send automated internal emails based on changes in property. Those emails are freely customizable.
Below the Professional tier, you could look into third-party solutions like Zapier to create your own notifications.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer