CRM

dmattauch
Top Contributor

Mentioning Notification Hierarchy

SOLVE

Hi,

 

When someone mention me on a deal and company and contact, it looks like there is a hierarchy of notifications, where "xxxx mentionned you on the company yyyyy" takes the top.

 

I would like deal object to be at the top of the hierarchy, where i receive "xxxx mentionned you on the deal yyyy" instead.

 

Is there a way to do so?

 

Thanks

David

0 Upvotes
1 Accepted solution
StjepanGrcic
Solution
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Mentioning Notification Hierarchy

SOLVE

Hey @dmattauch 

 

HubSpot offers a large selection of different notifications that we can alert the user for. This Knowledge base article covers how a user can customize their user notification preferences. 

 

If the notification option you are looking for is not in the notification center, then a workflow can send a custom notification to you. The notification can have a subject and a customized message that can include personalization tokens for the type of record (company, deal, contact) the workflow is for.

 

Maybe for Deals you recieve in to your email, when it's a Contact you recieve it as in-app notification and when it's a company maybe by SMS.  Maybe you combine Sound and Appereance and Pop-ups. It depends what you would like.  If you are using Slack or MS Teams you can maybe have a channel called Deals and recieve notifications there. 

 

Hope this gives us ideas and helps. 

 

Cheers. 

 

Stjepan copy.jpg

 

 

 

 

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1 Reply 1
StjepanGrcic
Solution
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Mentioning Notification Hierarchy

SOLVE

Hey @dmattauch 

 

HubSpot offers a large selection of different notifications that we can alert the user for. This Knowledge base article covers how a user can customize their user notification preferences. 

 

If the notification option you are looking for is not in the notification center, then a workflow can send a custom notification to you. The notification can have a subject and a customized message that can include personalization tokens for the type of record (company, deal, contact) the workflow is for.

 

Maybe for Deals you recieve in to your email, when it's a Contact you recieve it as in-app notification and when it's a company maybe by SMS.  Maybe you combine Sound and Appereance and Pop-ups. It depends what you would like.  If you are using Slack or MS Teams you can maybe have a channel called Deals and recieve notifications there. 

 

Hope this gives us ideas and helps. 

 

Cheers. 

 

Stjepan copy.jpg