Last updated: September 10, 2021
In HubSpot, you can log and comment on activities within records. Mentioning a team member in an activity or a comment helps to alert them to the activity.
Notifications are only sent the first time you mention someone on an activity. This includes when the activity is created, or when you mention the user for the first time when editing an activity. Users that are mentioned a second time on an existing activity will not receive notifications.
Please note: mentioning your own user will not send you a notification.
- Navigate to your records:
- Contacts: In your HubSpot account, navigate to Contacts > Contacts.
- Companies: In your HubSpot account, navigate to Contacts > Companies.
- Deals: In your HubSpot account, navigate to Sales > Deals.
- Tickets: In your HubSpot account, navigate to Service > Tickets.
- Custom objects: In your HubSpot account, navigate to Contacts > Contacts, then click the dropdown menu in the top left and select the name of the custom object.
- Click the name of the record.
- In the left panel, click Log or Note to create a new activity or note. You can also comment on an existing activity.
- In the activity or note editor, type @ and your team member's name. In the dropdown menu, select a user to tag them in your note.
- Click Log activity or Save note.
The mentioned user will receive a notification based on their notification preferences.
