CRM

Monica_LL
Participant | Diamond Partner
Participant | Diamond Partner

Push notifications from new Deals only with the primary contact associated and not all

SOLVE

Hello, 

We have a workflow that everytime a new deal is created sends via slack to a sales channel the information of the contact associated to the deal.

 

But when deals have multiple contacts associated then it sends all the contacts. Is there a way to send only the primary contact? I tried giving associated labels but there is nothing in workflows that filter that.

 

 

2 Accepted solutions
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Push notifications from new Deals only with the primary contact associated and not all

SOLVE

Hey @Monica_LL 

here is how to use association labels in workflows

Hope this helps

María Lucila Abal | COO Andimol | Accredited Partner
HubSpot Expert, Community Hall of Fame & Certified Trainer (12+ years)

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Push notifications from new Deals only with the primary contact associated and not all

SOLVE

Hi @Monica_LL,

 

Could you share a screenshot of your workflow? Here's how this would have to be approached:

  1. Create deal-based workflow
  2. Set up a notification as a workflow action
  3. Use personalization tokens for the associated contact

 

karstenkoehler_0-1715338717018.png

 

karstenkoehler_1-1715338737023.png

 

Once the data source is added, you can pull in the personalization tokens for that primary contact.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Push notifications from new Deals only with the primary contact associated and not all

SOLVE

Hi @Monica_LL,

 

Could you share a screenshot of your workflow? Here's how this would have to be approached:

  1. Create deal-based workflow
  2. Set up a notification as a workflow action
  3. Use personalization tokens for the associated contact

 

karstenkoehler_0-1715338717018.png

 

karstenkoehler_1-1715338737023.png

 

Once the data source is added, you can pull in the personalization tokens for that primary contact.

 

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.

Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Push notifications from new Deals only with the primary contact associated and not all

SOLVE

Hey @Monica_LL 

here is how to use association labels in workflows

Hope this helps

María Lucila Abal | COO Andimol | Accredited Partner
HubSpot Expert, Community Hall of Fame & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

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