CRM

AnatN
メンバー

Email notification when new contact/company/deal/task are created

解決

Is there a way to send automated email notifications to the contact/company owner when another team member creates a new contact//company/deal/task in the Starte Marketing HubSpot?

2件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Email notification when new contact/company/deal/task are created

解決

Hi @AnatN,

 

No, not that I'm aware of. For a native solution, this would require workflows ( = a Professional subscription).

 

Best regards!

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.

元の投稿で解決策を見る

0 いいね!
Lucila-Andimol
解決策
ソートリーダー | Platinum Partner
ソートリーダー | Platinum Partner

Email notification when new contact/company/deal/task are created

解決

Hey @AnatN 

There is no gerenal notification for when each record that is created to get notified

actually that wouldn’t be so useful and 'd become overwhelming .

However you can setup notifications when a record is assign to you,

or when a deal you own has change stage and much more.

Here is an article on the notifications setup

hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

元の投稿で解決策を見る

3件の返信
Lucila-Andimol
解決策
ソートリーダー | Platinum Partner
ソートリーダー | Platinum Partner

Email notification when new contact/company/deal/task are created

解決

Hey @AnatN 

There is no gerenal notification for when each record that is created to get notified

actually that wouldn’t be so useful and 'd become overwhelming .

However you can setup notifications when a record is assign to you,

or when a deal you own has change stage and much more.

Here is an article on the notifications setup

hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

AnatN
メンバー

Email notification when new contact/company/deal/task are created

解決

Hi Maria Lucia,

 

Thank you, your reply was very helpful. 

Regarding being overwhelmed by notifications, I think it's matter of preference and volume. In our case, the volume is relastively low and we have employees who are visually impaired. While HubSpot is a lot better than many alternaive CRMs in  terms of accesibility, it's far from being perfect. For our team, notifications are critical.

0 いいね!
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Email notification when new contact/company/deal/task are created

解決

Hi @AnatN,

 

No, not that I'm aware of. For a native solution, this would require workflows ( = a Professional subscription).

 

Best regards!

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.

0 いいね!