How to utilize User Notifications in the CRM

Last updated: April 13, 2017

Available For:

Marketing: N/A
Sales: Free, 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.
    • Please note that notifications will not be sent out if you set HubSpot Owner via the following sources: contact import, Salesforce, marketplace integration, or if you manually assign a contact, company, or deal to yourself.
  • 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:

  • Within HubSpot Sales, select Settings in the top navigation.
  • In the left sidebar, select Notifications and locate the section labeled User Notifications.
  • Click the toggle switch beside any of the notification types to enable/disable the feature.