This article will walk you through the steps to create a workflow in your HubSpot account to send a Teams notification. This requires that you have access to the workflow tool in HubSpot.
Step 1: Creating a new workflow
In your HubSpot account, navigate to Workflows
Create a new Workflow
Select Start from Scratch, and choose the type of workflow you want to create (Contact, Company, Deal, Ticket, or Quote)
Name your workflow.
Click the orange Next button in the upper right-hand corner.
Set up your enrollment triggers.
Step 2: Adding the MS Teams actions to your workflow
Click the + to add an action to your workflow
Scroll until you find Microsoft Teams Notifications
Select the Microsoft Teams Notifications action to add it to your workflow
Step 3: Set up your notification
Once you have selected the action Microsoft Teams Notifications you will be able to set up the notification you want to send!
Select the Team you want to send the notification to
Add your message.
Add any properties you want to include in the notification.
Similar to other online platforms that have text formatting, we use some markdown syntax elements.
- If you want to add italics, add an underscore ( _ ) at the start and end of your message or word you want to italicize. The formatting won't appear until the notification is sent.
- Example: "_This message is italicized_" would show as "This message is italicized" when sent.
- To apply bold text to your notification, add one asterisk (*) at the start and end of your message or word you want to italicize. The formatting won't appear until the notification is sent.
- Example: "*This message is bolded*" would show as "This message is bolded" when sent.
Step 4: Save and turn on your workflow
Now that you have your notification all set up and ready to go to the correct team we need to ensure the workflow is on.
Click the orange Review button in the upper right-hand corner of the workflow
Review your workflow
Press the orange Turn on button in the upper right-hand corner
That is it! Your notification workflow is set up and turned on. As objects meet your enrollment criteria, the workflow will send the notification instantly.