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How can I notify the reps (originators and closers) when I assign them a deal?

V
Written by Victor Fteha
Updated over 3 weeks ago

Here's how to set up notifications for reps that are assigned to a deal:

  1. Go to Settings > Workflows

  2. If you want the notification to go out when you assign an originator, expand the "Deal Originators Updated" section; or if you want the notification to go out when you assign a closer, expand the "Deal Closers Updated" section

  3. Check "Notify Originators" or "Notify Closers" to send a push notification

  4. Check "Trigger Webhook" to send the deal data to your own Zapier/Make/n8n workflow where you can send an email or take any other action.

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