Contacts

Follow a contact, company, deal, or ticket record

Last updated: September 12, 2018

In HubSpot, you can follow a contact, company, deal, or ticket record and receive notifications when there is new activity on the record. 

For example, a sales manager can follow a deal to track stage changes and ensure that sales reps are keeping up with their outreach, while an account manager can follow a company and be notified when a new note is left on their timeline.

Set your follow preferences

  • In your HubSpot account, click your account name in the top right corner, then click Profile & Preferences.
  • In the left sidebar menu, navigate to Notifications HubSpot.
  • In the Follow section, select the notification type checkboxes to turn all of your follow notifications on or off.
  • Click Advanced preferences, then select or clear the specific notification checkboxes to turn individual follow notifications on or off for each record type. follow-records-preferences

 

Follow a contact, company, deal, or ticket record

  • In your HubSpot account, navigate to Contacts, Companies, Deals, or Tickets.
  • Click the name of your contact, company, deal, or ticket record.
  • In the card at the upper right, click Actions, then select Follow.

  • You'll now receive email follow notifications based on the preferences you've set.

Please note: you’ll be set to automatically follow records you're the owner of. To turn off follow notifications for a specific contact, company, or deal you own, navigate to the record and click Actions, then select Unfollow in the card at the upper right.

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