Internal email when deal is created

[BLevin]

Is there a way to send a deal owner and manager an internal email when a new deal is created (regardlessof stage).  That way when sales support enters the deal, the rep knows it is ready automatically

[karstenkoehler · Accepted solution]

Hi @BLevin,

Sure thing, it does however require a Sales Hub Professional or Enterprise subscription and access to workflows: https://knowledge.hubspot.com/workflows/choose-your-workflow-actions

1. Enroll deals "When filter criteria is met" > "Create date is less than 1 day ago"
2. Send internal email notification

In Starter subscriptions or free portals, this is not possible.

Best regards!

[Patti_R]

Hi @karstenkoehler I came in search of a similar question. The one difference is I have a contact based workflow to create the new deal, update a bunch of properties, and then send the email notification. I can't find the Deal ID in the list of available tokens for the email notification. I've tried a few different test emails, include the one below using "The created object" token but that doesn't take us to the deal. Do I need to have a separate workflow for the email notification that's triggered when the above referenced workflow is complete? Thanks in advance!  

[BLevin]

Thank you!!!!