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How do I set up user notifications in the CRM?

Last updated: November 17, 2017

Available For:

Marketing: N/A
Sales: Free, Starter, Professional

User notifications in the CRM are used to alert you when various actions occur. Here we'll cover each of the three notification types, and walk through how to enable/disable any of these features.

  • Assignment notifications allow you to receive an email notification when a contact, company, deal, or task is assigned to you by another member of your team. This assignment can be based off the HubSpot Owner property or any custom owner property.
Please note: notifications will not be sent out if you manually assign a contact, company, or deal to yourself or if you set the HubSpot Owner or custom owner property via the following sources: contact import, Salesforce, or marketplace integration.
  • Task reminder notifications will send an email reminder when an assigned task is due. 
  • @mention notifications allow you to receive an email when a member of your team @mentions you on a contact, company, deal, or task.

To enable/disable any user notifications:

  • In your HubSpot Sales account, select Settings in the top navigation.
  • In the left sidebar, select Sales > Notifications.
  • Click the toggle switch beside any of the notification types in the User Notifications section to enable/disable the features.

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