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
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Click "Automations"
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Click "Route a visitor" to create a new routing rule
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Name it something like: "Open Deal Prospect Revisiting Website" — and click create
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Click "URL"
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Click "Has Open Deal"
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Click "False"
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Change it to "True"
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Toggle the switch for "Route to Hubspot record owners"
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Click on "Search contact properties"
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Click "Contact Owner"
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Click "Search company properties"
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Click "Company Owner"
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Click "Deal Owner"
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Click "Save"
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Click "Draft" to toggle the status to "Active"
Well done!
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