Best practices - notifications to contact owners - types of activities

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Edyta7510
Top Contributor

Hello there, 

 

We're rolling our HubSpot Sales to our team, Marketing Hub is already working its magic. 

 

I was wondering what are the best practices to trigger notifications to contact owners (and on their activity feed) - today I see we receive notifications when contacts interact with email logged in HubSpot. 

How about the following (which show up on the contact activity, but do not necessarily on the owner activity feed): 

- contact clicked a link in the marketing email

- contact visited a web page

- contact filled in a form to download a gated resource

 

Do we need to set-up specific workflows so that these show up on the owner activity feed? (their home page). 

 

Thanks!

Edyta

 

 

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Phil_Vallender
Solution
Most Valuable Member | Elite Partner

Hi @Edyta7510 

 

Some of these notifications are built into HubSpot's notification settings and can controlled by each user indiviudally (with global controls starting to appear in betas: New Feature Alert! Globally Manage Notification Preferences ). For others you would need to build individual workflows. 

 

Hope this helps?

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

1 Reply 1
Phil_Vallender
Solution
Most Valuable Member | Elite Partner

Hi @Edyta7510 

 

Some of these notifications are built into HubSpot's notification settings and can controlled by each user indiviudally (with global controls starting to appear in betas: New Feature Alert! Globally Manage Notification Preferences ). For others you would need to build individual workflows. 

 

Hope this helps?

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post