Outcome. A rep finds out the moment a contact currently mid-sequence clicks through to the pricing page, so they can call while intent is warm instead of waiting for the next scheduled sequence step.
Workflow map
Enrollment, branches and actions at a glance
sales-ops-045
flowchart TD
A[Contact clicks pricing-page link] --> B{Actively in sequence AND no recent alert?}
B -->|Yes| C[Notify contact owner]
C --> D[Set Pricing click alert sent date]
B -->|No| E[End, no action]
When to use it, when not to
- UseUse it when your sequence emails or associated marketing touches include a tracked link to your pricing page and you want a real-time signal, not just an end-of-week report.
- UseUse it alongside sales-ops-012 (open and click volume alert); this fiche is a sharper, single-link version focused specifically on pricing intent rather than general engagement volume.
- SkipDo not use it if your pricing page link is not click-tracked through HubSpot (an external tracking tool only, for example); the trigger depends on HubSpot recording the click.
- SkipDo not use it if pricing information is not the strongest buying signal for your product; adjust the tracked URL to whatever page in your funnel best indicates real intent.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.2 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.4 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
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One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
