CRM

sharma1900
Member

Workflow

SOLVE

Hi everyone,

Is there a way to create a workflow that sends a notification when my contact database reaches a certain threshold (e.g., 10,000 contacts or 80%)?
I'm looking to monitor the overall volume and trigger internal alerts once we hit specific milestones.

TIA!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow

SOLVE

Hi @sharma1900,

 

Workflows wouldn't be suitable here, purely because the number of enrollments doesn't necessarily correlate with the number of contacts. Contacts might enroll over time, you delete contacts, and then there's a mismatch between enrolled / actual contact count.

 

I would recommend setting up a list of your contacts and then configuring list notifications: https://knowledge.hubspot.com/lists/set-up-list-notifications

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow

SOLVE

Hi @sharma1900,

 

Workflows wouldn't be suitable here, purely because the number of enrollments doesn't necessarily correlate with the number of contacts. Contacts might enroll over time, you delete contacts, and then there's a mismatch between enrolled / actual contact count.

 

I would recommend setting up a list of your contacts and then configuring list notifications: https://knowledge.hubspot.com/lists/set-up-list-notifications

 

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.