Ingredients You'll Need
Mixpanel
For detecting high-intent behaviors
Hubspot
For sales workflows and CRM visibility
Userflow
For in-app messaging and nudges
Recipe Directions
01
Detect high-intent behavior in Mixpanel
Define what “high intent” looks like. Examples:
- Visited pricing page 3+ times
- Invited teammates
- Hit a usage limit on a free plan
Then, create a Mixpanel cohort for users who match that behavior
02
Sync high-intent cohort from Mixpanel into Userflow
Sync the “high-intent” cohort back to Userflow
This lets you show different in-app experiences to these users
03
Nudge high-intent users with Userflow
In Userflow, show a message like:
- “Want to unlock more features? Book a quick demo.”
- “Looks like you’re reaching your usage limit—ready to upgrade?”
Use modals, checklists, or banners to catch their attention right away
04
Log engagement back to HubSpot
When a user sees or clicks on the message, Userflow logs that event. Then, you can sync that information back to Hubspot.
Now your sales team can see who’s showing serious interest
05
Trigger sales workflows in HubSpot
In HubSpot, set up an automation that:
- Creates a task for the assigned rep
- Sends an internal notification
- Or sends a personalized follow-up email
That way, your sales team knows exactly when to reach out
Serving suggestions (Pro tips)
- Continuously refine your definition of “high intent”—the best signals will vary based on your product and customer segments.
- Add lead scoring boosts in HubSpot when a user matches this cohort so your sales reps can prioritize outreach even more effectively.
Ready to Cook Up This Use Case?
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50%
less onboarding time and 23% increased app usage
250%
higher conversion rates for users who completed the guided flows
20 hours
saved per week and achieved churn reduction from 30-50% to nearly zero
Joe Stanton,
COO at
"Userflow was incredibly easy to set up and integrate into our app. It’s been a game-changer for improving customer onboarding, helping us turn more free trials into happy customers."
Rocio Lopez Daglio,
Senior PMM at
“Since we started using Userflow, we’ve established a stronger, more direct line of communication with our customers.”
Danish Refai,
Product Manager at
“...a game-changer in empowering our users and reducing friction in their journey.”
