Lists, Lead Scoring & Workflows

maulanariziq
Member

Create Email Notification to Admin Project Hubspot

Hallo guys, i would like to create workflow that contain if the company client has NPS Score below threshold, the admin project that maintain the client should be notified by email notification. Is it possible if I create custome object that contain company client, admin id, admin email, NPS Score, then create workflow email notification based on field NPS Score. Finally if the NPS Score below threshold the admin email would get notification? And how to develop it?

 

Thanks in advance.

0 Upvotes
2 Replies 2
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Create Email Notification to Admin Project Hubspot

Hi @maulanariziq,

 

With a feedback submission-based workflow...

 

karstenkoehler_0-1648058465101.png

 

... you can set up a simple workflow to notify any user in your HubSpot portal:

 

karstenkoehler_1-1648058536265.png

 

(This requires Service Hub Professional. I'm not aware of any native solutions to achieve this without Service Hub Professional. Any other solution would require custom development based on the HubSpot API.)

 

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.

0 Upvotes
maulanariziq
Member

Create Email Notification to Admin Project Hubspot

Hallo karstenkoehler,

Thanks for your reply, I did some experiments like this:

1. I have try to create custom object using API like this:

maulanariziq_0-1648106125999.png

2. And then I create workflow like this:

maulanariziq_1-1648106202675.png

But the question is how to send internal email notification based on field 'admin_email' in my custom object? Because i saw there is no option to make it dynamic receipents email based on custom object field...

maulanariziq_2-1648106272912.png

For example I have 2 records in my custom object:

maulanariziq_3-1648106775382.png

The triggers is when the rate < 7 then it will give notification (internal email) to specific admin id..

But i cannot find how to solve this.

Thanks a lot.


 

0 Upvotes