How to set up lead revisit notifications

Last updated: December 15, 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.

Please note: Lead revisit notifications are only available in Marketing 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 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.

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.

Please be aware of the following:

  • 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'.

How to adjust your own lead revisit notification settings

  • In your HubSpot Marketing account, click your photo or avatar in the top right-hand corner, then click Profile & Preferences.
  • Click Notifications, then Alerts in the left sidebar menu.
  • Select whether you'd like to receive lead revisit notifications. You can choose to receive notifications for all contacts in your team's account or only for contacts for which you are assigned as the HubSpot Owner. 

 

You'll 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.
  • Leads that you own - Choose this option to send yourself lead revisit alert notifications only for the leads that are assigned to you.

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