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Wait until pricing page visited after a send, then sales alert

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Marketing Hub Professional.

Contact10 stepsUpdated for HubSpot seat pricing
OutcomeAfter a nurture email goes out, the workflow waits specifically for a pricing-page visit within a set window and flags sales the moment it happens, instead of the signal surfacing days later in a scheduled report.
Workflow maplead-nurturing-007
Enrolled: list membership leads to Send: nurture email with pricing link. Send: nurture email with pricing link leads to Wait until pricing visit, max 5 days. Wait until pricing visit, max 5 days leads to Visited: Set hot_lead_flag = true; Timed out: No action, continue other nurture. Set hot_lead_flag = true leads to Owner assigned?. Owner assigned? leads to Yes: Notify owner + create call task; No: Notify sales team + add to Needs owner list. Visited Yes No Timed out Enrolled: list membership Send: nurture email with pricing link Wait until pricing visit, max 5 days Set hot_lead_flag = true No action, continue other nurture Owner assigned? Notify owner + create call task Notify sales team + add to Needs owner list
Enrolled: list membership leads to Send: nurture email with pricing link. Send: nurture email with pricing link leads to Wait until pricing visit, max 5 days. Wait until pricing visit, max 5 days leads to Visited: Set hot_lead_flag = true; Timed out: No action, continue other nurture. Set hot_lead_flag = true leads to Owner assigned?. Owner assigned? leads to Yes: Notify owner + create call task; No: Notify sales team + add to Needs owner list. Visited Yes No Timed out Enrolled: list membership Send: nurture email with pricing link Wait until pricing visit, max 5 days Set hot_lead_flag = true Owner assigned? Notify owner + create call task Notify sales team + add to Needs owner list No action, continue other nurture

When to use it, when not to

Use it

  • Use right after a nurture send when a pricing-page visit in the following days is a strong buying signal worth an immediate look from a person.
  • Use when sales wants to know the moment intent shows up, not at the next weekly digest.
Read more on when to use itShow less

Skip it

  • Do not use it as the only high-intent detection mechanism. Pair with lead-routing fiches for contacts who visit pricing without ever being in a nurture (direct or paid traffic).
  • Do not run this in parallel with lead-nurturing-012 on the same page without deciding which one owns the sales alert. Running both risks two separate notifications for one visit.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 10 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 4 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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