SALES
Pricing-Page Revisit → Instant AE Booking Link
Detects when a known lead views the pricing page two or more times in a rolling 48-hour window, looks up their owning AE.
How it runs
The automated pipeline, trigger to output.
- TriggerPricing-page view webhook firesHTTP webhook
- LogicStop unless 2+ pricing views in 48h
- ActionLook up contact, deal stage, and owning AE in HubSpotHubSpot
- ActionGenerate booking link from AE's free slotsGoogle Calendar
- OutputDM the AE the lead context and paste-ready linkSlack
What it does
Turns a repeat pricing-page visit into a same-hour sales touch. When a tracked contact revisits pricing within 48 hours, the workflow confirms they are a real opportunity in HubSpot, grabs their assigned account executive, and hands that AE a ready-to-paste meeting link plus context — so the rep reaches out while intent is still hot.
When to use it
Run this when your site already fires pricing-page view events into a webhook and you want reps to act on buying signals in minutes rather than discovering them in a weekly report. Best for teams with named account ownership in HubSpot.
How it works
- 1A webhook receives a pricing-page view event carrying the contact's email or ID.
- 2The contact's recent view history is checked — fewer than two pricing views in 48 hours stops the run.
- 3HubSpot is queried for the contact, deal stage, and owning AE.
- 4A booking link is generated against the AE's Google Calendar availability.
- 5The AE receives a Slack DM with the lead, deal context, and the paste-ready link.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect Google CalendarEvents, attendees, availability.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect HTTP webhookTrigger any URL on agent actions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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