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High-intent page visit nurture (pricing or demo page view trigger)

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.

Contact8 stepsUpdated for HubSpot seat pricing
OutcomeA contact who visits a pricing or demo page mid-nurture gets a short, direct follow-up aimed at booking a conversation, instead of continuing to receive generic top-of-funnel content.
Workflow maplead-nurturing-012
Page view: /pricing or /demo leads to Set high_intent_page_alerted = true. Set high_intent_page_alerted = true leads to Send: pricing/demo follow-up. Send: pricing/demo follow-up leads to Delay 1 day. Delay 1 day leads to Clicked email?. Clicked email? leads to Yes: Create call task; No: Send: still-deciding email. Create call task leads to Delay 2 days. Send: still-deciding email leads to Delay 2 days. Delay 2 days leads to Add to list: Sales-aware - pricing or demo visit. Yes No Page view: /pricing or /demo Set high_intent_page_alerted = true Send: pricing/demo follow-up Delay 1 day Clicked email? Create call task Send: still-deciding email Delay 2 days Add to list: Sales-aware - pricing or demo visit
Page view: /pricing or /demo leads to Set high_intent_page_alerted = true. Set high_intent_page_alerted = true leads to Send: pricing/demo follow-up. Send: pricing/demo follow-up leads to Delay 1 day. Delay 1 day leads to Clicked email?. Clicked email? leads to Yes: Create call task; No: Send: still-deciding email. Create call task leads to Delay 2 days. Send: still-deciding email leads to Delay 2 days. Delay 2 days leads to Add to list: Sales-aware - pricing or demo visit. Yes No Page view: /pricing or /demo Set high_intent_page_alerted = true Send: pricing/demo follow-up Delay 1 day Clicked email? Create call task Send: still-deciding email Delay 2 days Add to list: Sales-aware - pricing or demo visit

When to use it, when not to

Use it

  • Use as a fast-response track triggered by the page-view event itself, for a contact already in the database (an existing lead, not yet a deal).
  • Use when the pricing or demo page is a deliberate, trackable URL, not, for example, pricing shown inside a marketing modal that does not generate its own page view.
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Skip it

  • Do not use it for a first-time anonymous visitor. This fiche needs an identified contact; anonymous-visitor matching is a separate mechanism (forms, chat, or de-anonymization tools). *(check in your portal: de-anonymization tooling and identification rate vary by vendor and are not native to HubSpot)*
  • Do not run this in parallel with lead-nurturing-007 on the same page without deciding which one owns the sales alert. Running both risks two separate notifications for one visit.
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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 · 8 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 · 3 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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