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Website Visitor Identification

An alert with a follow-up plan when a known contact visits your website.

Intent ConversionReviewed

Sample result

Run live demo
ExpertiseApp9:15 AM
High-intent visit from open opportunity
Visitor:Ronan Aliyev (Director of Operations)
Account:Dovetail Ventures
Stage:Evaluation
Pages Viewed:Enterprise POS Features, Pricing
Visit Duration:7 minutes

Example run

You ask

“Check for website visits from contacts on my open opportunities.”

9:01 AM
Checking website visitor data

Identified one high-intent visit: a known contact viewed the 'Enterprise POS Features' and 'Pricing' pages for 7 minutes.

9:02 AM
Identifying visitor in CRM

Visitor matched to contact: Ronan Aliyev, Director of Operations at Dovetail Ventures.

9:03 AM
Checking for related opportunities

Ronan Aliyev is a key contact on the 'Dovetail Ventures - Q3 Expansion' opportunity, currently in Stage 3 ('Evaluation').

9:04 AM
You get

Website Visit: Ronan Aliyev, Dovetail Ventures

9:04 AM

Who it's for

This skill is for account executives managing a book of business who need to know the exact moment a prospect or customer shows renewed interest by visiting key pages on your website. It helps you prioritize outreach based on real-time buying signals from known contacts.

What it does

Every fifteen minutes, the skill checks for visits to your high-intent website pages. When a known contact from your Salesforce records visits one of these pages, it connects that buying signal to the account owner and prepares a complete response package for your review.

What you need

To get started, you will connect your Salesforce CRM and provide your company's website intelligence source via the Expertise Live connector. You will also define which pages on your site signal high intent, such as specific product pages or pricing URLs.

What you get

You receive an alert identifying the specific contact and the pages they viewed. Alongside the alert, you get a ready-to-send draft email and a multi-step follow-up plan for the account, all waiting for your approval.

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