How to set up lead revisit notifications

Last updated: April 14, 2017

Available For:

Marketing: Pro, Enterprise
Sales: N/A

Every salesperson knows that it's not easy to connect with leads on the phone. The marketing team might provide you with fantastic leads, but when you call to qualify them, you miss them. You call again, but you miss them again. And again. It gets frustrating.

HubSpot customers can solve this problem by taking advantage of lead revisit alerts. This means that when one of your leads comes back to your site, HubSpot will send you an email to let you know -- right away. So you can take action and call those great leads while they're on your site, ready to find out more about your company.

It means your sales team can spend more time closing and less time calling.

Below you'll find two sets of instructions:

1. How to set up lead revisit notifications for any user in your HubSpot account (for HubSpot admins)

2. How to adjust your own lead revisit notification settings

Please note: Lead revisit notifications are only available in Professional and Enterprise HubSpot accounts.

How lead revisit notifications work

With the lead revisit alert feature, you can configure your HubSpot portal to send you or a colleague an email when an existing contact visits your website. The email includes a link to the contact's profile page, where you can see a full history of interactions that person has had with your company.

Only one alert is sent per contact in a 24-hour period; the visitor may return several times in a single day, but only one alert will be sent. Alerts will not be sent for any contacts whose lifecycle stage is 'Customer'.

If you have assigned a lead to a specific sales rep within Salesforce, that rep will receive the revisit alert when that particular lead visits the site again.

How to set up lead revisit notifications for any user in your HubSpot account (for HubSpot admins)

Lead revisit notifications are turned off by default so that your team can decide if they want to receive them. If you're a HubSpot Administrator you can follow the steps below to turn on lead revisit notifications in your account.

Go to your account settings

Log in to your HubSpot account and then click on the the Settings link that appears when you click on your Account Menu.

HubSpot Help article screenshot

Manage notifications

Click Notifications from the left-hand side menu.
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You'll then see the Notifications screen, which lists the email notification preference of each user on your HubSpot account.

HubSpot Help article screenshot

Enable lead revisit notifications

Click on the Lead Revisit Notifications Enabled checkbox to activate lead revisit notifications for your account.

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Then you can click on the Lead Revisit link to set the lead revisit notification preferences for a user on your account.

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You'll then have the option to enable revisit notifications for:

  • No leads - Choose this option to turn revisit notifications off for a user.
  • All leads in the contacts database - Choose this option to send this user lead revisit alert notifications for every contact in the database.
  • The leads that [user@domain.com] owns - Choose this option to send this user lead revisit alert notifications only for the contacts that are assigned to him/her. This feature is tied to the default contact property, HubSpot Owner.

In this example, we are enabling lead revisit notifications for only the contacts that the user owns.

HubSpot Help article screenshot

Lead revisit notifications are now enabled for that user.

How to adjust your own lead revisit notification settings

Log in to your HubSpot account and then click on the the Profile & Preferences link that appears when you click on your Account Menu.

Select the Notifications tab, scroll down to the Lead Revisit Notifications section.

You'll then have the option to enable revisit notifications for:

  • No leads - Choose this option to turn revisit notifications off for your user account.
  • All leads - Choose this option to send yourself lead revisit alert notifications for every contact in the contact database.
  • The leads that you own - Choose this option to send yourself lead revisit alert notifications only for the leads that are assigned to you.

You will see a message after your changes have been saved.

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