Did you know that RB2B allows you to identify and engage with high-value website visitors in real time? Of course you did. But timely follow-up and personalized outreach can be the difference between converting a lead and losing them to a competitor.
This is where a powerful workflow connecting RB2B, HubSpot, and Email (or Slack) comes in. By automating lead notifications and assignments, you can streamline your sales process and dramatically improve efficiency.
Table of Contents
Sending Notifications from HubSpot to Account Owners of Account activity on Slack
Step 1: Add the HubSpot app in Slack
Ensure that the HubSpot Slack app is added to your Slack Workspace.
Step 2: Create a Workflow
In your HubSpot menu, click Automations → Workflows.
Click Create Workflow at the top right.
Step 3: Define the Workflow Trigger
Click on Set Enrollment Triggers.
Choose Contact property.
Select Contact Owner →
is known.Click Add Criteria to add a second condition.
Remaining on Contact property, select RB2B for CRM: RB2B Page View properties →
Occurred→is less than→1 day ago.
Step 3: Add an Action to Send a Slack Notification
After defining your enrollment triggers, click on the + button to add an action.
Search for Slack → Click Send Slack Notification.
If prompted, finalize connection to the Slack app by clicking Connect and following the prompts.
Under Send notification to existing owners select
Contact owner.Define the Message that you want to be sent on Slack. Example message:
Define any Properties to include with the action such as: Last Contacted, deal information, etc.
Step 4: Review and Test the Workflow
Review your workflow settings and make sure everything is correct.
You may want to test the workflow by enrolling a contact with the appropriate RB2B Page View property and ensuring the email is sent correctly.
Step 5: Turn On the Workflow
Once you're satisfied with the setup, click Review and then Turn on to activate the workflow.
Workflow Preview
Once created, your Workflow should look similar to this.
Notifying Account Owners Via Email
Step 1: Create a Workflow
In your HubSpot menu, click Automations → Workflows.
Click Create Workflow at the top right.
Step 2: Define the Workflow Trigger
Click on Set Enrollment Triggers.
Choose Contact property.
Select Contact Owner →
is known.Click Add Criteria to add a second condition.
Remaining on Contact property, select RB2B for CRM: RB2B Page View properties →
Occurred→is less than→1 day ago.
Step 3: Add an Action to Send an Email
After defining your enrollment triggers, click on the + button to add an action.
Choose Send email.
Select an email that you have already created or click Create email to create a new one.
When creating the email, ensure you include dynamic content that can mention the account owner. You can use a personalization token for the account owner, such as Owner's email or Owner's name.
Step 4: Review and Test the Workflow
Review your workflow settings and make sure everything is correct.
You may want to test the workflow by enrolling a contact with the appropriate RB2B Page View property and ensuring the email is sent correctly.
Step 5: Turn On the Workflow
Once you're satisfied with the setup, click Review and then Turn on to activate the workflow.
Workflow Preview
Once created, your Workflow should look similar to this.
