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MiaSrebrnjak on January 31, 2024
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more
Community Manager
February 13, 2024 13:55
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more
MKing2 on February 14, 2024
Hi all I'm trying to see if this is possible. I've tried but can't seem to get it right. We have a single form we created to insert into our site. One of the options is a dropdown. Of the four options the email notifications should be handle read more
0 upvote
2 Replies
Member
February 14, 2024 15:50
I removed any individual people in Form>Options, yep. In Global Notifications things look fine. To clarify, using the worflows notifcation...read more
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 the...read more
Solved
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 ...read more
Solved
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 enroll...read more
Solved
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 {{ deal.na 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 informa...read more
Solved
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
Accepted Solution
Top Contributor | Partner
March 20, 2023 14:13
Hi @SBrown6 , You do have a point! If you don't want to send internal notifications to your team individually, an easy fix is to create a team...read 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
Member
January 27, 2023 13:11
Yes that is correct! And thanks for sharing the post with some experts 😀
Solved
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 ...read more
Solved
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 🙂
Solved
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 ...read more
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