Contacts
CRM Setup

Mention a user in HubSpot

Last updated: July 15, 2020

Applies to:

All products and plans

In HubSpot, you can add notes to records. Mentioning a team member in your note helps to alert them to the note.

However, notifications are only sent when the note is created. If you edit a note then save it, users that are mentioned will not receive notifications.

Please note: mentioning your own user will not send you a notification.

  • In your HubSpot account, navigate to Contacts > Contacts.
  • Click the name of the contact.
  • In the left panel, click Note description.
  • At the bottom, in the Note window, type @ and your team member's name. In the dropdown menu, select a user to tag them in your note. 
  • Click Save note.

The mentioned user will receive a notification based on their notification preferences.

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