Workflow for lead revisit notifications for a team


HubSpot Workflow - Lead Revisit (Team-Specific)

These workflow enrollment (and, more importantly, RE-ENROLLMENT) triggers will fire for a given contact once daily. That way, our sales manager isn’t innundated with multiple notifications for a given contact who re-visits multiple times a day.

Because of how HubSpot workflow re-enrollment works, it’s not necessary to check the 3rd and 4th re-enrollment triggers.
- see Add re-enrollment triggers to a workflow

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Best,
Frank

Chief HubSpot Consultant

#hsc-li-06




MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

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