SALES
Trigger Re-Engagement When a Dormant Lead Returns to Your Site
Listens for a website activity webhook, checks whether the visitor maps to a stalled HubSpot deal.
How it runs
The automated pipeline, trigger to output.
- TriggerWebsite activity webhook firesHTTP webhook
- LogicMatch visitor to a stalled HubSpot deal
- ActionPull deal owner and history from HubSpotHubSpot
- ActionDraft page-specific re-engagement emailOpenAI
- OutputSend real-time alert and draft to rep in SlackSlack
What it does
Turns a buying signal into an instant outreach draft. When a known contact who belongs to a stalled deal comes back to your site, the workflow recognizes them, pulls their deal context, and drafts a strike-while-hot email that references the specific page or content they just viewed — then routes it to the rep immediately.
When to use it
Use it when intent data is going to waste. A dormant prospect revisiting pricing or a product page is the strongest re-open signal you'll get, and acting within minutes beats a scheduled sequence. This makes that reaction automatic.
How it works
- 1A website activity webhook fires when a visitor is identified.
- 2A logic step matches the visitor's email to an open-but-stalled HubSpot deal; non-matches are dropped.
- 3The deal owner and history are pulled from HubSpot.
- 4An LLM drafts a short, page-specific re-engagement email.
- 5The draft, page viewed, and deal link are pushed to the rep in Slack as a real-time alert.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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 it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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