Skip to content
The Workflow Library
Get the full library

Notify rep when a sequence contact opens or clicks 3+ times in a week (buying-intent 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: Sales Hub Professional.

Contact5 stepsUpdated for HubSpot seat pricing
OutcomeA rep learns the moment a sequence contact's engagement spikes to 3 or more opens or clicks within a week, a lightweight buying-intent signal worth a personal follow-up instead of waiting for the sequence to run its full course.
Workflow mapsales-ops-012
Sales email opened or clicked leads to Increase Weekly sequence engagement count by 1. Increase Weekly sequence engagement count by 1 leads to Count >= 3 AND alert not sent yet?. Count >= 3 AND alert not sent yet? leads to Yes: Notify contact owner; No: End, no action. Notify contact owner leads to Set Buying intent alert sent this week = true. Weekly schedule fires leads to Set count = 0. Set count = 0 leads to Set alert sent flag = false. Workflow A: counter and alert Workflow B: weekly reset Yes No Sales email opened or clicked Weekly schedule fires Increase Weekly sequence engagement count by 1 Set count = 0 Count >= 3 AND alert not sent yet? Set alert sent flag = false Notify contact owner End, no action Set Buying intent alert sent this week = true
Sales email opened or clicked leads to Increase Weekly sequence engagement count by 1. Increase Weekly sequence engagement count by 1 leads to Count >= 3 AND alert not sent yet?. Count >= 3 AND alert not sent yet? leads to Yes: Notify contact owner; No: End, no action. Notify contact owner leads to Set Buying intent alert sent this week = true. Weekly schedule fires leads to Set count = 0. Set count = 0 leads to Set alert sent flag = false. Workflow A: counter and alert Workflow B: weekly reset Yes No Sales email opened or clicked Increase Weekly sequence engagement count by 1 Count >= 3 AND alert not sent yet? Notify contact owner Set Buying intent alert sent this week = true End, no action Weekly schedule fires Set count = 0 Set alert sent flag = false

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

When to use it, when not to

Use it

  • Use it for reps who run sequences at volume and would otherwise never notice a single contact re-reading the same email three times in two days.
  • Use it as an early nudge to call or personally email a contact, not as a scoring system on its own.
Read more on when to use itShow less

Skip it

  • Do not use it if your sequence volume is low enough that reps already track individual contact engagement manually; the extra property upkeep may not be worth it.
  • Do not treat this as a rolling 7-day window in the strict sense. HubSpot workflows have no native rolling-window counter, so this build uses a weekly counter reset on a fixed day instead, see the note in Prerequisites.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 4 items

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

Enrollment · 7 parts

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

Steps · 5 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 · 2 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.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Sales ops spec

Not the workflow you needed?

More in Sales ops

50 specs in this section

See all 50 This category, 39 EUR
FreeCreate SDR-to-AE handoff task when a meeting is bookedContact6 steps Auto-enroll contact in sales sequence when lead status becomes Sales Qualified LeadContact5 steps Notify AE by internal email when a meeting is booked on their calendarContact5 steps Notify rep when a sent quote is viewed by the buyerQuote4 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library