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.
- 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 > [Custom object]. If your account has more than one custom object, hover over Custom Objects, then select the custom object you want to view.
- Click the name of the record.
- In the left panel, click addLog LLog or description orNotNote 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 email or name. In the dropdown menu, select a user to tag them in your note.
Please note: both the user's name and the @ before the name must be half-width characters. If a user's name includes full-width characters, such as Japanese, you'll need to mention the user's email instead. If the @ still doesn't populate a user's name, even if the name has half-width characters, you may need to update your @ to half-width.
- Click Log activity or Save note.
The mentioned user will receive a notification based on their notification preferences. Users will not receive a notification in the following scenarios:
- If a user mentions themself on an activity.
- If a user is mentioned an additional time on an existing activity.
- If the activity was created via API. After an activity is created via API, you can comment to mention users from within its associated records.
Please note: if you were mentioned in a comment on an activity with multiple associations, clicking the CTA in the mention notification may not bring you to the record where the comment originated. For example, if a user mentions you in a comment on a call from a contact record, you may be navigated to the call's associated ticket record instead.