HubSpot has a new feature in beta. It’s in the workflows tool, and it’s for event-based triggers. This is something you could use for many, many different use cases, but I’m using it for a very simple one. In this demo we jump into my own HubSpot and I show you how I’m using it and how I put it together.
We start by creating a new workflow from scratch. My workflow is contact-based.
Next I have to set up my enrollment triggers for this workflow. As mentioned earlier, HubSpot’s new enrollment trigger is event-based. If you don’t see this available in your portal yet, you can reach out to HubSpot in the chat, in the lower-right corner of your screen. When I requested access I was told this will be rolled out to all users very soon.
When you are opted in you will see a lot of different event triggers. We could spend hours going through many ways to use this, but today I’m just showing you a very simple way that I’m using it. And that way is based on page visits to my website. I am going to choose page visited, based on URL path. This means that if a contact in my CRM comes revisits any page on my website and the URL path is known, they are going to be enrolled into this workflow.
Now I’m going to add a filter to this because it will be more valuable information for me. So I’m adding a filter for contacts with the lifecycle stage marketing-qualified lead coming back to my website. And the reason that I’m doing that is because marketing-qualified lead for my business means someone who filled out a form on my website, but they never booked a meeting. I would love to know if these contacts come back to my website so I can reach out to them again while they’re thinking of me (maybe they’re ready to schedule a meeting!).
So the trigger for this workflow is: URL path is known and the lifecycle stage is Marketing Qualified Lead. .
The next thing I need to decide is, do I want this workflow to run only one time or do I want it to run every time this event happens? I definitely want it to run this every time they visit, until they convert to a Sales Qualified Lead (meeting booked) or Opportunity (deal created). So, now I can save my enrollment trigger.
Next, I am going to add a delay of time. So, in this scenario somebody’s coming to my website, right? And they’re not going to spend too much time on my website but I’m going to give them about 30 minutes until I get some kind of notification. If I don’t set a delay or I just set it for like a minute, then I’ll get a notification every single time they go to a new page because I’m basing this off last visited page is known! So, I’m setting my delay for a set amount of time for 30 minutes.
My next action is I want to have an internal email notification sent to myself. I am the contact owner of all contacts in my CRM because I’m a one-person business, so I am going to have this sent to the contact owner (me). In the case of your business, you might have it sent to specific users or teams if that’s how you’re set up. Now I’m going to choose a subject line and message for my email notification.
Now that I’ve got the email notification set up, I’m going to create a task for myself to follow-up, in case the email notification sit in my inbox and is forgotten.
And that is the end of my workflow and I can turn it on!
I hope this was a little bit helpful and that it gave you a few ideas for possible event-based trigger use cases! Whether you have HubSpot or not, if you’d like to discuss any of this, I would love to chat with you.
I’ll see you next Monday, and please subscribe to my YouTube channel so you’re notified when my next video goes live!