Set up partner notifications for lead activity

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 Partners > Communications.
• 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.

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.
  
  

• Click Save.