Workflow for lead revisit notifications for a team

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AllisonAltus
Top Contributor

Hi is it possible to set up a workflow for an internal lead re-visit notification email for "all leads in XX hubspot team"? 

For example, I have a sales manager that wants to receive lead re-visit notifications for all their team's leads - not just leads they own. 

Would this workflow work:

 

Enrollment trigger:

Contact property Hubspot team is equal to XX 

AND

Contact has viewed a url containing our "website address".

AND

Contact property lifecycle stage is equal to Lead.

 

ACTION- send an internal email to "Sales Manager" (then within that email it would indicate the lead and page they visited) 

 

Can you identify any issues with the above workflow not working?  Would this workflow trigger each time a lead re-visited the website? 

 

Thanks

Allison 

0 Upvotes
1 Accepted solution

Accepted Solutions
MFrankJohnson
Solution
Thought Leader

HubSpot Workflow - Lead Revisit (Team-Specific)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

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Chief HubSpot Consultant

#hsc-li-06


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MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


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5 Replies 5
MFrankJohnson
Solution
Thought Leader

HubSpot Workflow - Lead Revisit (Team-Specific)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

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Chief HubSpot Consultant

#hsc-li-06


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

0 Upvotes
AllisonAltus
Top Contributor

Thanks @MFrankJohnson , 

 

What is the reason for adding the enrollment "contact has revisited at least twice". I would like the manager to know even if they just visit one page in one day. Will this workflow still be ok if i remove that enrollment? 

 

Thanks

Allison 

0 Upvotes
MFrankJohnson
Thought Leader

Your welcome Allison,


The enrollment (and re-enrollment) trigger, "Contact has viewed a URL containing <url> at least 2 times" is needed to identify RE-visitors. Otherwise, the workflow would also fire the very first time every contact visits a page. That's not the definition of a RE-VISITOR, and potentially lots of notifiations. (not desired result)

 

Wrapping your mind around Hubspot workflow logic is like walking into an already darkened movie theater during a darkly lit scene -- it takes a moment to adjust, but once you do ... nirvana! 🙂

 

Best,

Frank

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

MackenzieAustin
Participant

Hi Frank, I am looking to try to set this up and was wondering what your internal notifcation email looks like? Did you put that in the body of the email in the workflow to notify your sales manager? I am attempting to link that specific lead's Hubspot profile URL in the notifaction so the sales manager can click on it to review the contact's activity.

 

Thank you!

0 Upvotes
PamCotton
Community Manager

Hello @MackenzieAustin

at the moment there is not an option that would enable you to link the URL of the contact, but you are able to add properties (name/phone) in the email to send to the sales manager, this way they will receive the information of the contact. In case of this information it's in a form, the sales manager can set up to automatically receive the form submission.

 

Kindly,

Pam

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