Sales Hub Tools

SHamilton1
Membre

Deals/Meetings

Résolue

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

0 Votes
1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Deals/Meetings

Résolue

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
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Réponse
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Deals/Meetings

Résolue

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
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.