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RJRao
Participant

Notification goes to Super Admin if someone changes contact owner, company owner,

SOLVE

Hi all, 

 

I want to create a workflow in which when a super admin changes the contact owner, a notification should go to the user (whose contact's owner is getting changed) and to other Super Admins. Is there any way to do the same? If yes, could anyone guide me with a screenshot and tell me which property to choose?

 

Thanks 🙂

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

Notification goes to Super Admin if someone changes contact owner, company owner,

SOLVE

Hi @RJRao,

 

Unfortunately this is not possible:

  • HubSpot doesn't offer any filters in workflows to check who changed a property value – you could only filter for contacts for whom the owner was changed in general.
  • It's not possible to send notifications to users with a specific permission set – you would have to manually select all users that are super admins.

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

Notification goes to Super Admin if someone changes contact owner, company owner,

SOLVE

Hi @RJRao,

 

Unfortunately this is not possible:

  • HubSpot doesn't offer any filters in workflows to check who changed a property value – you could only filter for contacts for whom the owner was changed in general.
  • It's not possible to send notifications to users with a specific permission set – you would have to manually select all users that are super admins.

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.