Notify Multiple Owners of Deal Changes

Keeping your team in the loop when deals change is a necessity nothing says "teamwork" like actually keeping everyone informed. Sales is great, but let’s be honest, making sure everyone’s on the same page? That’s the part no one signed up for.

Lucky for you, we’ve got a HubSpot hack that’ll save your team from the dreaded “I didn’t know that changed!” moments.

Here’s how to create a Secondary Deal Owner property and an automated workflow that’ll send notifications whenever critical deal info, like the all-important Next Step, gets updated.

Because, let’s face it, no one has time to manually chase updates.

Steps to Set It Up

1. Create a Property

1. Head to Property > Deals > Create New Property.
2. Name it something creative, like Secondary Deal Owner.
3. Set the field type to HubSpot Owner- Now you’ve got a shiny new property.
4. Go to your deal, click Properties, and assign a secondary owner from the list.

Easy, right?

2. Build a Workflow (a.k.a. Automation Magic)

Now for the fun part, setting up a workflow that sends the notifications for you.

1. In the top navigation, click Automation > Workflows.
2. Hit Create Workflow and select Deal-Based.

3. Choose a Trigger

1. Set the trigger to Deal Property Changes and select the Next Step property.
2. Configure it to fire when the property is known.
3. Don't forget to turn on re-enrolment, because updates don't just happen once.

4. Add Actions (a.k.a The Fun Stuff)

Now, let’s make sure the right people get the memo.

1. Click the + button to add an action.
2. Choose your notifications method: Send Email (classic).
3. Send Internal Notifications (practical)
4. You can also set up a Slack Notification (we love a good slack ping!) 

5. Configure Notifications Details 

Make sure your notification actually tells people what they need to know, so include all the details about the deal.

1. Set the Deal Owner and Secondary Owner as recipients- because two heads are always better than one.
2. Bonus Points: Add Extra Actions

Want to take it up a notch? Of course, you do.

Create a property called "Next Steps Updated" and set the workflow to log the date whenever the Next Step changes. Now you can report on how long it takes for updates to happen.

6. Review and Go Live

Double-check your settings, click Review, and then hit Publish. Boom, you’re live.

With this workflow in place, your team will never miss a beat. No more awkward “Oh, I didn’t know that changed” moments. No more chasing updates. Just smooth collaboration that keeps your sales process humming along.

Because let’s be real, if you’re not automating, you’re just making life harder for yourself. And who has time for that?