ServiceBell: Setup Slack Alerts for Companies With Open Deals Revisiting Your Website
CH

Christian Haskins

Created Nov 12, 2023

ServiceBell: Setup Slack Alerts for Companies With Open Deals Revisiting Your Website

5
1

Click "Automations"

Click "Automations"
2

Click "Route a visitor" to create a new routing rule

Click "Route a visitor" to create a new routing rule
3

Name it something like: "Open Deal Prospect Revisiting Website" — and click create

Name it something like: "Open Deal Prospect Revisiting Website" — and click create
4

Click "URL"

Click "URL"
5

Click "Has Open Deal"

Click "Has Open Deal"
6

Click "False"

Click "False"
7

Change it to "True"

Change it to "True"
8

Toggle the switch for "Route to Hubspot record owners"

Toggle the switch for "Route to Hubspot record owners"
9

Click on "Search contact properties"

Click on "Search contact properties"
10

Click "Contact Owner"

Click "Contact Owner"
11

Click "Search company properties"

Click "Search company properties"
12

Click "Company Owner"

Click "Company Owner"
13

Click "Deal Owner"

Click "Deal Owner"
14

Click "Save"

Click "Save"
15

Click "Draft" to toggle the status to "Active"

Click "Draft" to toggle the status to "Active"
Well done!
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