Use activity mentions to notify team members about important updates on records. When you mention a user in an activity or comment, they receive a notification so they can review, edit, or follow up as needed. This helps teams collaborate directly from records. Eligible objects include: appointments, carts, companies, contacts, contracts, courses, custom objects, deals, listings, marketing events, orders, projects, services, subscriptions, tasks, and tickets.
Mention a user within an activity
- Navigate to your records (e.g., In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly.).
- Click the name of a record.
- In the left sidebar, click an activity icon (e.g., description create a note icon) to create a new activity or note.
- In the activity or note editor, enter "@", then your team member's email or name (e.g.,
@cameron). In the dropdown menu, select a user to tag them in your activity or note.
- Click Create note or Save.
Please note: the following apply when mentioning a user:
- The user is given shared access to edit or comment on the 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 the "@" to half-width.
Understand mention notifications
The mentioned user will receive a notification based on their notification preferences. 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. Clicking the link in the mention notification brings you to the record where the mention occurred. For example, if a user operating within a ticket record mentions you in a comment on a note, you'll be brought to the ticket record.
Users won't receive a notification in the following scenarios:
- If a user mentions themselves on an activity.
- If a user is mentioned an additional time on an existing activity.
- If the activity was created via API.
For activities created via API, you can add a comment to trigger a mention notification from within its associated records.
CRM
records
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