Email a hubspot user or co-woreker when I log a call or meeting

When I log a call or meeting in hubspot, other people will only see it if they go to that contact and look for it. I would love to be able to send a call or meeting log to a co-worked (another hubspot contact) so they know about it.

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HubSpot updates
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Community Manager
Community Manager
updated to: Needs Detail

Hey @monmc thanks for the post! Can I ask if you/your teams use the @mention feature on the CRM? When you add a note on contact record you can add note and tag other users for reference. Is this something you have previoiusly used to meet the goal you've outlined above?

monmc
Occasional Contributor

Hi @roisinkirby! It is something we have used both in notes and in deals. But it doesn't work in meetings or calls. I can log my calls or meetings as notes, but that defeats the purpose of being able to log meetings and calls seperately! Thanks Smiley Happy

Community Manager
Community Manager
updated to: Idea Submitted