Deal Tracker

Deal Tracker is your command center for monitoring high-value contacts and getting notified the moment they show buying intent. You can set up rules like “alert me when someone from a target account visits our pricing page” or “notify me when a SQL views our case studies,” and each alert shows you which pages they visited and how many times.

Contact List

The Contact List is the central view of Deal Tracker. Every HubSpot contact who has visited your site appears as a row, sorted by most recent conversion activity by default. The toggle lets you switch between All Contacts and Qualified Contacts, qualified being those at SQL, Opportunity, or Closed Won stages.

Contacts marked Closed Won get a teal left border, a visual signal that these rows represent banked revenue. The Pipeline column only shows a value for contacts who are SQL-or-above; unqualified contacts show a dash to keep focus on revenue-ready leads.

Syncing Contacts from HubSpot

The Sync Contacts button pulls the latest contact data from HubSpot, matching emails to GA4 identifiers. A banner appears showing how many contacts were synced, and the status updates in real-time as new contacts are linked.

Actions Menu

Every row has an Actions button that opens a dropdown with two options: View Journey and Activities. If there are unacknowledged alert notifications for a contact, a teal count badge appears on the Actions button so you can spot high-signal contacts at a glance without opening the menu.

View Journey: The Journey Timeline Modal

Clicking View Journey opens a full-screen modal with the contact’s complete digital footprint, every page they visited before converting, the conversion event itself, and all post-conversion activity including deal stage progressions.

Pre-Conversion Journey

The pre-conversion section shows every page the contact visited before their conversion event, grouped by day and ordered chronologically. Each touchpoint shows the page path, the time of visit, the traffic source and medium, and a role label: Entry Point for the first page, Last Touch for the final page before conversion, Solo Touchpoint if they converted in a single visit, and Mid-journey for everything in between.

Post-Conversion Activity

Below the conversion event, the modal continues into post-conversion territory, all the pages the contact visited after they converted, plus any HubSpot deal stage changes that happened in the same period. Both types of event are shown on the same chronological timeline, grouped by day, so you can see how commercial milestones and website behaviour relate to each other.

Alert and Notification Rules

The Alert Rules feature lets you trigger Slack notifications when a qualified contact takes a specific action, like visiting the pricing page multiple times, or going inactive for a set number of days.

Rules can target specific pages (URL contains or exact match), repeated visits, or inactivity periods. You can set daily alert limits and minimum deal value thresholds to avoid noise. Each rule requires a Slack webhook URL, test it directly from the rule builder before saving.