How to Configure HubSpot to Detect Workflow Anomalies and Set Up Alerts

Описание к видео How to Configure HubSpot to Detect Workflow Anomalies and Set Up Alerts

Ever wish you could catch workflow issues before they become problems? With Workflow Anomalies in HubSpot, you can set up alerts to monitor your workflows and stay ahead of potential issues.

Watch this video to learn how to set up notifications and detect anomalies early!

1. Log into your HubSpot account.
2. On the left panel, hover over Automation and select Workflows.
3. Select the desired workflow and click on the Settings dropdown.
4. Turn on the Notification Options for Workflow Anomalies.
5. Assign the user or team responsible for reviewing the workflow and enable notifications for rate changes.
6. Use Breeze AI for a manual range on the rate changes, then click Save and Publish the workflow.
7. To enable alerts for anomalies, navigate to your settings.
8. On the left panel, select Notifications, then go to Workflows, turn on “Needs Review” and “Rate Change” alerts, and click Save.

With these alerts in place, you’ll catch workflow anomalies before they cause problems.

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