Lead revisit alerts make connecting with leads easier. When a lead returns to your site, HubSpot will notify you so you can take action.
Please note: you must be a user in Marketing Hub Professional and Enterprise account to receive lead revisit notifications via email. All users can receive lead revisit notifications via the sales email extension and view these notifications in the activity feed.
With the lead revisit feature, you can receive an email in your inbox, an alert in your notification center, or real-time alert via the sales extension when an existing contact visits your website. Notifications will be sent for both HubSpot hosted pages and external pages that have the HubSpot tracking code installed. The notifications include a link to the contact's profile page, where you can see a full history of interactions that person has had with your company.
If you assigned a lead to a specific sales rep in Salesforce, that rep will receive the revisit alert when that lead visits the site again.
If you choose to receive notifications for all leads or all of the leads you own, you will receive a revisit alert for all contacts except the following:
For email notifications:For sales notifications:
The email notification you receive will list your lead's information and the domain that they've visited.
Please note: if the specific page they visited has a unique canonical URL that has a different domain than the domain in its visible URL, the domain in the canonical URL will be displayed in the email instead.
Select the leads you want to track and how you want to be notified when a lead revisits your website.
Please note: each individual user must set their own lead revisit notification preferences. An admin or other user cannot adjust their team member's preferences.
Please note: if you are not a HubSpot user and no longer want to receive lead revisit notifications, open an old lead revisit notification email and click the unsubscribe link at the bottom of the message.
If you are a lead owner in Salesforce, you will need to unsubscribe after you receive your first email. There is no option to unsubscribe before the first email is received.
If you're tracking prospects, you can receive notifications based on a saved view in the prospects tool. You can enable prospect notifications in the prospects tool, then manage your notification preferences by selecting the checkbox(es) next to the notification type you want to receive for that view.
If your HubSpot account is integrated with Salesforce, lead revisit alerts will be delivered to the sales rep assigned to the lead in your Salesforce account. If you are not integrated with Salesforce, you can use the default property, Contact owner, to automatically trigger lead revisit notifications for your users. This property will pull the owner name and email address from the users in your account.
To assign owners to multiple contacts at a time, use a workflow or bulk edit the records from the contacts dashboard. To set up owner assignment rules for future contacts, you can also use a workflow.