Sales Hub Tools

HtenCate
Participant

We are not receiving Task Notifications or reminders

SOLVE

Hello, we are trying out Hubspot CRM and have begun entering Tasks, and attaching them to contacts, companies and deals.  However, we have not received any notifications or reminders for any them, and several tasks have gone past due.

 

We are not getting ANY task notifications via email (digested or otherwise, and they are not going to spam), nor are we getting pop-ups or browser notifications, nor Bell Notifications when we are in HubSpot.

 

On email, I do get notifications from noreply@hubspot.com  about a number of importing/exporting activities I'm doing.  But that's it. Though that's just a few and we have NOT exceeded 200 notifications so far.

 

I've talked to chatbot, a live agent, and searched here on the community site and have tried to follow the steps there, to no success.  I'm probably still missing something.

 

Just in case, here's what we've tried:

 

1. We did read & follow this KB post: https://knowledge.hubspot.com/settings/how-to-set-up-user-notifications-in-hubspot

 

2. We've confirmed we turned on Email notifications 

Screen Shot 2021-06-21 at 12.46.43 PM.png 

3. For the Desktop, we confirmed all notifications options are turned on also.

Screen Shot 2021-06-21 at 7.10.54 PM.png

4. We checked out this KB post: https://knowledge.hubspot.com/tasks/receive-a-summary-of-your-tasks-every-weekday

 

5. Under Settings >> Notifications >> Tasks everything seems to be turned on there as well.

 

Screen Shot 2021-06-21 at 7.12.09 PM.png

 

Puzzling.... what are we missing?  This is affecting multiple people on different computers.

 

 

0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

We are not receiving Task Notifications or reminders

SOLVE

Hi @HtenCate,

 

There are a few more steps that you could take relating your inbox settings (releasing quarantined emails, setting up allowlisting etc.)

 

Before you do that, I'd recommend disabling all notifications and then switching them back on again. ("Have you tried turning it off and back on again...") Sometimes this does the trick.

 

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.

View solution in original post

HtenCate
Solution
Participant

We are not receiving Task Notifications or reminders

SOLVE

@karstenkoehler , your advice did the trick!  We each disabled our notification settings, saved them (where prompted), and re-enabled them.  As of this morning we started getting several missing HubSpot notifications, including Tasks and a few others.  

 

If helpful to others, there are several areas within the current Settings that affect Notifications, so here are the areas we toggled in the current build (June 2021):

 

  • your account -- Profile & Preferences -- Your Preferences -- Notifications -- Email tab
    • Turn Email on / off there

  • further down there is a -- "What you get notified about..."
    • Toggle reminders and notification topics, for emails there (we only toggled tasks for now, but may do a complete re-set)

  • your account -- Profile & Preferences - -Your Preferences - -Notifications -- Desktop tab
    • Turn on/of notifications for (1) Bell, (2) Pop-up, (3) Browser there
    • Note the "Sound and Appearance" options also (for playing sounds, putting a red dot on the 'bell' top right of your page)

  • further down there is a -- "What you get notified about..."
    • Toggle settings for a wide variety of topics (such as Tasks) for Bell, Pop-up, Browser there

View solution in original post

4 Replies 4
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

We are not receiving Task Notifications or reminders

SOLVE

Nice, @HtenCate, thanks for sharing!

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.

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

We are not receiving Task Notifications or reminders

SOLVE

Hi @HtenCate,

 

There are a few more steps that you could take relating your inbox settings (releasing quarantined emails, setting up allowlisting etc.)

 

Before you do that, I'd recommend disabling all notifications and then switching them back on again. ("Have you tried turning it off and back on again...") Sometimes this does the trick.

 

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.

HtenCate
Participant

We are not receiving Task Notifications or reminders

SOLVE

Thank you Karsten.  I've turned off everything.  Saved.  And turned everything back on for both email and desktop notifications.  I've created two new tasks due tomorrow morning. We will let you know what we see!

 

We are on GoogleSuite (so not Outlook) and as far as I can tell, there are no emails being filtered by our system regarding HubSpot emails (nothing showing up in spam).  I do get some specific emails currently from HubSpot, from noreply@hubspot.com, which go directly to my inbox.  But not task reminders currently.

HtenCate
Solution
Participant

We are not receiving Task Notifications or reminders

SOLVE

@karstenkoehler , your advice did the trick!  We each disabled our notification settings, saved them (where prompted), and re-enabled them.  As of this morning we started getting several missing HubSpot notifications, including Tasks and a few others.  

 

If helpful to others, there are several areas within the current Settings that affect Notifications, so here are the areas we toggled in the current build (June 2021):

 

  • your account -- Profile & Preferences -- Your Preferences -- Notifications -- Email tab
    • Turn Email on / off there

  • further down there is a -- "What you get notified about..."
    • Toggle reminders and notification topics, for emails there (we only toggled tasks for now, but may do a complete re-set)

  • your account -- Profile & Preferences - -Your Preferences - -Notifications -- Desktop tab
    • Turn on/of notifications for (1) Bell, (2) Pop-up, (3) Browser there
    • Note the "Sound and Appearance" options also (for playing sounds, putting a red dot on the 'bell' top right of your page)

  • further down there is a -- "What you get notified about..."
    • Toggle settings for a wide variety of topics (such as Tasks) for Bell, Pop-up, Browser there