Deals/Meetings

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SHamilton1
Member

Are clients/customers notified when just logging a deal/meeting and you've attached an attendee? 

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Accepted Solutions
karstenkoehler
Solution
Hall of Famer

Hi @SHamilton1,

 

Contacts will receive a calendar invitation when you schedule a meeting on a record. Think of it as sending a regular meeting invite, just via HubSpot and not from your calendar tool.

 

Contacts will not be notified when you create a deal record (or any other associated record).

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Hall of Famer

Hi @SHamilton1,

 

Contacts will receive a calendar invitation when you schedule a meeting on a record. Think of it as sending a regular meeting invite, just via HubSpot and not from your calendar tool.

 

Contacts will not be notified when you create a deal record (or any other associated record).

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post