How to Follow Records in HubSpot for Better Notifications
Learning how to follow records in HubSpot helps you stay on top of important contact, company, deal, and ticket updates without cluttering your inbox or missing key activity.
This step-by-step guide explains how following works, how to follow or unfollow individual records, and how to monitor activity from the records list pages.
What Following a Record in HubSpot Actually Does
When you follow a record in HubSpot, you tell the CRM that you want to receive notifications about activity on that specific record. This lets you prioritize the contacts and deals that matter most without manually checking each record.
Following is especially useful for:
- Sales reps tracking high-value opportunities
- Support teams watching critical tickets
- Account managers monitoring strategic companies
- Marketers keeping an eye on key contacts
The behavior of follow notifications in HubSpot is controlled by your individual notification settings, not by the record itself. You can refine which alerts you receive for followed records.
Where You Can Follow Records in HubSpot
You can follow and unfollow records directly from:
- The main records index pages (Contacts, Companies, Deals, Tickets)
- Individual record pages for each of those objects
This flexibility lets you manage followed items quickly at scale, or fine-tune them one record at a time.
How to Follow Records from HubSpot Index Pages
Use this method to follow multiple records from the list views in HubSpot.
Step 1: Open the relevant HubSpot records page
- In your HubSpot account, go to the top navigation menu.
- Choose the object whose records you want to manage:
- Contacts > Contacts
- Contacts > Companies
- Sales > Deals
- Service > Tickets
Step 2: Follow or unfollow individual records
- In the table, locate the record you want to follow.
- In the Follow column, click the star icon next to that record:
- A filled star means you are following the record.
- An empty star means you are not following the record.
This star-based control makes it easy to scan which records you are tracking in HubSpot.
Step 3: Follow or unfollow multiple HubSpot records at once
- On the records table, select the checkboxes next to each record you want to update.
- Click the More dropdown at the top of the table.
- Choose one of the following options:
- Follow to start following all selected records.
- Unfollow to stop following all selected records.
This bulk action is useful when you are restructuring your pipeline or shifting focus across several records in HubSpot.
How to Follow a Record from Its HubSpot Record Page
Sometimes you are working directly inside a specific record in HubSpot and want to start following it immediately.
Step 1: Open the individual record in HubSpot
- Navigate to the object type (Contacts, Companies, Deals, or Tickets).
- Click the name of the record to open its detailed record page.
Step 2: Use the record header follow control
- At the top of the record page, locate the header section where the record name appears.
- Click the Follow dropdown menu in this header area.
- Select Follow to start following the record.
- Select Unfollow if you no longer want to receive updates.
The follow dropdown makes it simple to adjust your notification preferences while you are reviewing activity and properties in HubSpot.
How Following Affects Notifications in HubSpot
Following a record in HubSpot is only part of the notification system. What you actually receive in your inbox or within the app depends on your personal notification settings.
- HubSpot checks both your follow status and your notification preferences.
- If you follow a record but have disabled related notifications, you may not receive alerts.
- If you enable broad notifications but do not follow a record, you may still miss specific activity for that record.
To fine-tune your alerts, review your notification preferences in your HubSpot user settings and ensure they match how you want to monitor followed records.
Best Practices for Managing Followed Records in HubSpot
To keep your notifications relevant and avoid alert fatigue, use these simple practices when following records in HubSpot.
Prioritize high-impact HubSpot records
- Follow only records that directly impact your goals or revenue.
- Unfollow records once deals close or tickets are fully resolved.
- Review followed items regularly from the index pages and clean up old follows.
Align follow settings with your role in HubSpot
- Sales reps can follow key deals and decision-maker contacts.
- Support leaders can follow escalated or VIP tickets.
- Account managers can follow top-tier companies across the HubSpot CRM.
Combine following with filtered views
In addition to following, create custom views on index pages to filter by owner, lifecycle stage, pipeline, or ticket status in HubSpot. This combination makes it easier to prioritize your daily work.
Additional Resources for Using HubSpot Effectively
For detailed, official documentation about following records, review the original HubSpot knowledge base article at how to follow a record. It provides the latest interface details and any recent changes.
If you need broader CRM strategy or implementation help beyond basic following features in HubSpot, you can explore consulting services from Consultevo to optimize your processes, data structure, and automation.
Summary: Stay on Top of Critical Activity in HubSpot
Following records is a simple but powerful tool in HubSpot for staying informed about the most important contacts, companies, deals, and tickets. By using the star controls on index pages, the follow dropdown inside record views, and the right notification settings, you can reduce noise while still catching every crucial update.
Review your current followed records, adjust them using the steps above, and pair following with clear notification preferences to get the most from your HubSpot workspace.
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