One of the best-kept secrets in HubSpot is the ability to customize how your team gets notified. If you've got humans on your team who are drowning in notifications, or maybe you need certain folks to only receive alerts through specific channels, notification profiles are your answer. Let's walk through how to create and implement them.
What's A Notification Profile Anyway?
Think of a notification profile as a blueprint for how notifications flow to your team members. Instead of everyone getting every notification through every channel, you can create profiles that match your team's actual needs. Want someone to only get emails? Done. Need a specific department to hear about certain HubSpot activities but not others? You can do that too.
How To Create Your First Notification Profile
Here's the step-by-step process:
- Head to Settings: Click the gear icon in the top right corner of HubSpot
- Navigate to Account Defaults: On the left sidebar, find and click "Account Defaults"
- Select Notification Profiles: Look for the "Notification Profiles" tab and click it
- Name Your Profile: Give it a descriptive name that reflects its purpose. For example, "Email Only" or "Sales Alerts"
- Choose Your Channels: Toggle the notification channels on or off based on what you need. You can turn off in-app notifications, browser notifications, or email, depending on the profile's purpose
- Get Granular (Optional): Expand specific sections if you want to customize notifications for particular areas of HubSpot. This gives you control over which modules send notifications through which channels
- Save It: Click save on the right side to create your profile
Applying Profiles To Your Team
Creating the profile is just half the battle. Now you need to apply it to your humans. Here's where presets come in:
- Go to Users and Teams: Navigate to this section in your account settings
- Create a Preset: Click on the "Presets" tab and create a new preset
- Configure Everything: Set up your preset with all the defaults you want: homepage, dashboard, language, date format, and here's the key part, notifications
- Select Your Notification Profile: In the notifications tab of your preset, choose the custom notification profile you just created
- Assign to Team Members: Under "Users and Teams," select which humans should get this preset applied
- Save and Deploy: Hit save, and decide whether you want to send an email notification to those team members about their new settings
Why This Matters
Notification fatigue is real. When your team gets bombarded with alerts from every direction, they stop paying attention to any of them. By creating custom notification profiles, you're respecting your team's focus and attention. You're also ensuring that the right information gets to the right people through their preferred channels.
Whether you've got someone who only wants email notifications, a department that needs specific alerts, or you're trying to streamline how your entire organization stays informed, notification profiles give you the flexibility to make it happen without manually configuring each person's settings.
Give it a shot and watch how much more intentional your team's notification experience becomes.
