Can workflows alert my team when a lead is active?
Yes, HubSpot workflows can be configured to automatically alert your team when a lead is active. You can trigger notifications based on specific behaviors such as page visits, email opens, or form submissions, ensuring your team follows up at the right time.
🔔 Real-Time Lead Activity Alerts with Workflows
Staying on top of lead activity is critical for timely engagement. With HubSpot workflows, you can set up automated alerts to notify your sales or marketing team when contacts show signs of interest.
📌 Common Trigger Behaviors
You can configure workflows to send alerts when a contact:
-
Visits key web pages (e.g., pricing, demo, or product pages)
-
Opens or clicks an email in a campaign or sequence
-
Fills out a form (such as a content download, demo request, or contact form)
These behaviors typically indicate high intent, making it the perfect moment for sales follow-up.
📤 Types of Alerts
Workflows can be set up to send:
-
Internal email notifications to specific team members or entire teams
-
Slack messages (if integrated with HubSpot)
-
Task assignments with context about the lead’s activity
-
In-app notifications within the HubSpot platform
🎯 Smart Routing
You can customize who receives the alert based on contact ownership, region, lifecycle stage, or any other contact property. This ensures that the right person responds promptly.
🚀 Use Case Example
A contact visits your pricing page and submits a form. A workflow automatically:
-
Updates their lifecycle stage to “Marketing Qualified Lead (MQL)”
-
Sends a Slack message to the assigned sales rep
-
Creates a follow-up task with a note and deadline
This type of workflow enables proactive, personalized outreach that can significantly increase conversion rates.