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Set up partner notifications for lead activity

Last updated: June 28, 2023

Available with any of the following subscriptions, except where noted:

Partner Account

Set up email notifications to be sent when a registered lead or a current client takes a high-value action on HubSpot.com. For example, receive a notification when one of your leads views the pricing page or requests a demo. You can also receive a notification when a prospect on a shared deal signs up for HubSpot CRM.

There are two types of notifications that you'll receive through this setting: 

  • Partner lead notifications: notifications triggered by high-value actions taken on HubSpot.com by leads already registered to you. Learn more about lead activity notification triggers.
  • Partner deal notifications: notifications triggered by CRM signups on HubSpot.com by leads on a shared deal. This type of notification will be sent to the deal owner and all users on the deal team. For a CRM signup to trigger this type of notification, the contact must meet all of the following criteria:
    • The contact must be associated with a company owned by a HubSpot Growth Specialist.
    • The contact's company must have a co-sold deal associated with it that is shared with you.

Please note: only the first partner to be added to the shared deal will receive partner deal notifications.

To enable partner lead notifications:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to PartnersCommunications.
  • Click to toggle the Get notified about lead activity switch on. 
  • Click the Select notification recipient dropdown menu and select the user to receive the email notifications.
lead-activity-notification

 

To enable partner deal notifications:

    • In your HubSpot account, click the settings settings icon in the main navigation bar.
    • In the left sidebar menu, navigate to Notifications.
    • On the notifications page, click the Email, Desktop, Other apps and Mobile app tabs to set the notification location.
    • Click to expand the HubSpot Partners section, then select the Co Selling Prospect Activity checkbox.

      partner-notifications
  • Click Save.
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