Settings

How do I set up user notifications in HubSpot?

Last updated: June 29, 2018

User notifications alert you when various actions or activities occur in your account. Here, we'll cover each of the notification types and how to access them.

 

In your HubSpot account, click your account name in the top right corner, then click Profile & Preferences.

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In the left sidebar menu, select Notifications. You can set up the following notification types: 

  • Alerts: set your notification preferences for lead revisit notifications, prospect notifications, and progress reports.
  • Assign: set your notification preferences when a contact, company, deal, or task is assigned to you by another member of your team. This assignment can be based off the default owner property or any custom owner property. Lead assignment notifications will also appear in your activity feed under Contacts > Activity Feed.
  • Commentset your notification preferences when a comment is left on a project you're assigned to or a project task that you own.
  • Export: set your notification preferences when a contact, company, or deal export is complete.
  • Follow: set your notification preferences for contact, company, or deal records that you're following.
  • Import: set your notification preferences when a contact, company, or deal import is complete.
  • Mention: set your notification preferences for when a member of your team @mentions you on a contact, company, deal, or task.
  • Overdue: set your notification preferences when a project you're assigned to or a project task that you own is overdue.
  • Reminder: set your notification preferences for task reminders and calendar and project reminders.
  • Reports: set your notification preferences for the Social Inbox Roundup Report, which reports on new social interactions, conversations, and followers.
  • Share: set your notification preferences for when a dashboard is shared with you.
  • Status: (for Salesforce-integrated users) set your notification preferences when your Salesforce integration with HubSpot is suspended. Super admins in HubSpot will have this setting turned on automatically. An email notification will be sent to any user who has this setting enabled.
Please note: most suspensions take care of themselves quickly and without user intervention. For this reason, the system will wait four hours to send the suspension notification email(s) to ensure that the suspension requires user intervention to resolve.
  • Submission: set your notification preferences when there's a new submission on a form that you're set as a notifier on. View the forms you're set as a notifier on by clicking View subscriptions.
  • View: set your notification preferences when someone has viewed a document that you sent them.
Please note: notifications will not be sent out if you manually assign a contact, company, deal, or task to yourself or if you set the owner or custom owner property via the following sources: contact import, Salesforce, or marketplace integration.

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