Is it possible to get notifications for live chats, even if it's been assigned to another person in my team?

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

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

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 {{ deal.na read more

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

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

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

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

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