![]() Then, using a Workflow, tie the sales rep’s Smart list to the respective internal email. Next, create the internal email you want to send to the rep. Looking to send different notifications to different reps based on information entered in the form? You can do so by creating a Smart list for each sales rep that includes the criteria of the leads that sales want sent to them. Then enter the email address(es) of the people who you want to notify when this form is filled out. To set up this notification, edit your form and click on the “Options” tab. From the form itself, an automated notification can go directly to your sales reps whenever someone completes the form. The first step to streamlining this process is to remove yourself as the middleman between your sales team and your most qualified leads. When a form like this is filled out, the faster someone can reach out to them - the better! And who better to reach out to a hot lead than a sales rep. Typically someone at this stage might submit a form on your website to request a demo, consultation, free trial, or to talk with sales. Contacts at this stage are researching supporting documentation, data, or resources to help them make a final, educated decision. For your sales team, the most important stage is the Decision stage, or the final stage of the buyer's journey when a lead is deciding to buy your product or not. Alert Sales When Someone Submits a Decision Stage FormĪs people move through the buyer’s journey and interact with your content, their actions indicate where they are in their decision making process. Now you can automatically notify your sales reps team right away. Here are a few example notifications and how to set them up. This will help make these emails as actionable for your sales reps as possible. Note: in each of the below notifications, include personalization tokens to share the information you have gathered about your new qualified lead thus far. ![]() If you are interested in the full functionality covered below, send a note to your Account Manager. If you have the Basic edition of HubSpot, take a look at the first example to see how to include your sales reps via form notifications. Professional and Enterprise HubSpot customers can automate sales notifications with the Lists and Workflows Tools. From there, make your life a little easier by setting up the following automated notifications. Messages from people who are members of the Contact Group aren’t moved to the specified folder.Well, you can! (And it’s easy!) All you need to know is what your sales reps are looking for in a qualified lead. Only messages that are sent to the Contact Group are moved to the specified folder. This rule is available only if you're using an Exchange Server account. Move messages sent to a public group to a folder Rules that affect messages that you send aren’t applied to task requests and meeting requests.Ī rule that includes a Contact Group can behave differently than other rules depending on how the rule is created. If a meeting request is automatically moved to the Deleted Items folder, the meeting isn’t added to the Calendar. If a meeting or task response is moved to the Deleted Items folder by using a rule, the response isn’t tracked by the original item. For example, if a message is moved to the Calendar folder, a new appointment isn’t created. ![]() If an item is moved to a folder other than a mail folder, the item might not work as expected after it's moved. Be aware, however, of the following limitations when you create rules that affect these kinds of items: If you create a rule that moves an item to a specific folder based on certain conditions (criteria) being met (matched), then any meeting and task request matching those conditions also is moved. Meeting requests, task requests, and documents are considered messages. Meeting requests, task requests, and documents Manually moving or deleting a response doesn’t affect tracking. When a sent message that included a voting button is opened, the tracking information won’t include a tally for responses that a rule moved. Note: When a rule moves voting responses from the Inbox to another folder, vote tracking is affected. ![]()
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