HubSpot Ideas

Sightline

Internal Workflow Notification Templates

We use notifications in our workflows all the time. Whether it's to notify the team that a contact has opened or clicked, is scheduled to be deleted, needs some sort of follow-up at a set interval or something similar.

 

They all contain most of the same basic copy. For example:

 

 {{ _0_1.hubspot_owner_id }};

The following contact was marked as 'closed' 170 days ago and are scheduled to be added to the removal list in 10 days. If you do not wish for this contact to be removed, please set their 'Delete Contact' property value to No.

Contact Owner: {{ _0_1.hubspot_owner_id }}

Company Name: {{ _0_1.company }}

First Name: {{ _0_1.firstname }}

Last Name: {{ _0_1.lastname }}

Email Address: {{ _0_1.email }}

Phone Number: {{ _0_1.phone }}

This notification was sent from the Schedule Closed Contacts for Deletion Workflow.

 

I not only use a similar notification to this all the time but I often have to repeate it for each individual contact owner.

 

It would be great if there were templates we could use for these internal workflow notifications!