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hannalindquist on September 21, 2023
Is it possible to get notifications for live chats, even if it's been assigned to another person in my team?
1 upvote
7 Replies
September 21, 2023 07:19
Yes, that's been the issue unfortunately that people have missed the notifications due to it being automaticlly assigned to the "wrong" person in more
HRich on July 25, 2023
Hello, I would like to use HubSpot to send automatic notifications to our clients about any changes to our service with them. Does anyone here have any experience with setting up something like this? I was thinking of creating a workflow read more
0 upvote
2 Replies
Accepted Solution
Key Advisor | Partner
July 25, 2023 06:57
Hey @HRich at the moment workflows is exactly what you need to achieve this, you would likely want transaction emails too. Workflows is the main more
Jmstein95 on July 19, 2023
I do sales support and I am wondering what the best practices are for tracking meetings in scheduling pages/calendars that you are not the owner of. Our head of sales gets notified via email when someone scheduels a meeting in his calendar, ok great read more
Accepted Solution
Hall of Famer | Partner
July 19, 2023 04:03
Hi @Jmstein95 , This requires a Professional subscription. In a contact-based workflow (Menu > Automation > Workflows), you could more
vid on June 14, 2023
Hi everyone, I am trying to access a deal property on a contact-based workflow for a Teams or Slack notification, however that does not seem to be possible. Is there a way I can access the properties of an associated deal like {{ read more
Accepted Solution
Hall of Famer | Partner
June 14, 2023 14:02
Hi @vid , No, using the token syntax won't work, unfortunately. You would either have to create a deal based workflow or copy the deal more
SBrown6 on March 20, 2023
As the subject describes really, we have a few workflows that trigger internal notifications, often to multiple people such as the Head of our Sales team, and the owner of the Deal that triggered the workflow. At the minute (and looking at some old read more
April 03, 2023 05:27
Thanks Karsten, thats a cool feature I didn't know about, but actually is the same issue, the email of the report gets sent to each person more
EMcGonigle on January 26, 2023
Hello! Has anyone figured out a way to have the content of Meeting "Team Notes" sent directly to a Slack channel? We currently have a work around but both the "Attendee Description" and the "Team Notes" are sent and it's a lot for our colleagues read more
January 27, 2023 13:11
Yes that is correct! And thanks for sharing the post with some experts 😀
StephaneBadel on January 17, 2022
Dear Hubspot community, Fairly new user here ! We are receiving mail notifications from contact us forms on our website, this is all good, the only issue is that the mail titles are really long and not conveying the important information (Sende read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 18, 2022 00:39
Hi @StephaneBadel , The default form submission notifications cannot be edited. It is however possible to turn off the default notifications more
Edyta7510 on May 18, 2021
Hi All, I've realized I've got the tendency to create multiple short workflows on my account (vs. more complex ones based on if/then branch). At this point, organizing them in folders still does the job. I was wondering though what is the imp read more
Accepted Solution
Hall of Famer | Partner
August 31, 2022 15:22
Hi @BBaumgardner , I answered a similar question two days ago here 🙂
Edyta7510 on April 08, 2021
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 rece read more
Accepted Solution
Most Valuable Member | Diamond Partner
April 08, 2021 17:01
Hi @Edyta7510 Some of these notifications are built into HubSpot's notification settings and can controlled by each user indiviudally (with more
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