Sales Hub Tools

ADuncza
Participant

Task Completed Notification

I'd like to be able to send a notification when a task is complete.

3 Replies 3
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Task Completed Notification

Hi @ADuncza,

 

Which HubSpot subscription are you on?

 

As far as I know, this is possible when tasks are created within workflows. (This allows for a check whether the task has been completed. If so, a notification can be sent.)

 

Outside of workflows or in free and Starter subscriptions, this cannot be done.

 

Could you elaborate a bit more on why you would like to receive a task completion notification? Maybe there's a workaround.

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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ADuncza
Participant

Task Completed Notification

Hi Karsten, 

Thanks for your help and input. 

 

I have Marketing Hub Professional, Sales Hub Professional, CMS Hub Professional. 

 

I have a user that would like to create tasks for her boss and then be notified when he completes them. 

 

We did end up creating a Deal-based workflow to accomplish this. When creating the task, a deal must be associated and then things seem to be working as expected. If the task is completed, an email is sent to my user notifying her. 

 

Thanks again.

 

 

0 Upvotes
Jacob9
Participant

Task Completed Notification

How did you manage to get the notification, @ADuncza? I have made a workflow creating tasks, but there is no option to get notified when completed...

0 Upvotes