Lead interaction with website

Marketing & Content Hub Tips, Tricks & Best Practices
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1

Hi,

I am trying to build a workflow. When a contact interacts with the website or opens the sent email, then HubSpot should send a notification or an email to the contact owner. Is that possible with HubSpot? Can anyone help me with screenshot?

Thanks a ton :slightly_smiling_face:

2

Hi @RJRao, no problem, happy to help!

For website revisit notifications, you won’t need a workflow - this is an included feature that you can configure following the steps outlined here.

For email open notifications, this is also available without a workflow.

Here are two articles that will help:

view sales notifications

understand email open tracking

3

Hi @Jnix284,

Thank you for the solutions. I will definitely implement it. I also want to create a workflow to send an email to HubSpot users that this lead has visited this webpage, please connect with them.

Could you please suggest some properties in the workflow that can help me to implement the same?

Thanks.

4

@RJRao You could create a workflow that is based on website visits and assign a task to your team to follow up.

The better option would be to review the default notifications with your team and create a process for them to follow when they receive the notifications - whether that involves creating a task or not will depend on the volume of notifications, it can be overwhelming to assign hundreds of tasks without more nuanced filters.