Monitor Website Intent Signals and Alert Sales

1. 1

   Set up HubSpot workflow to track page views on high-intent pages (pricing, demo, case studies)

2. 2

   Create calculated property: intent score (1 point per pricing view, 2 points per demo request)

3. 3

   Trigger Zapier when intent score crosses threshold (e.g., 5 points in 7 days)

4. 4

   Post to Slack #sales-alerts with account name and recent page views

5. 5

   Assign task to account owner in HubSpot

Template outline

The structure to recreate in your own workspace. Field names and thresholds are starting points.

HubSpot Workflow:
1. Trigger: Contact property "Intent Score" >= 5
2. Condition: Score gained in last 7 days
3. Create task for contact owner: "High intent signal detected"
4. Send Slack notification via Zapier webhook
   - Message: "{{company}} viewed pricing 3x this week. Owner: {{owner}}"
5. Delay 7 days, reset intent score to 0