Sales Hub Tools

SHamilton1
メンバー

Deals/Meetings

解決

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

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Deals/Meetings

解決

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.

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1件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Deals/Meetings

解決

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.