Create notes on a Close lead when the lead visit on your website is tracked by Leadfeeder
Make sure you know when the sales lead you are chasing visit your website. Harness this information when scheduling the next follow-up and planning what to talk about based on the behavior on your website. Leadfeeder tracks visit of the company that matches specific filtering criteria - e.g. you can insert your top sales leads company names into the filters. Once the visits take place, this Zapier integration creates notes for that lead's Close record. Remember to add the "Find lead" search between the Leadfeeder trigger and creating the note so that the note gets added to the right company.
Make sure you know when the sales lead you are chasing visit your website. Harness this information when scheduling the next follow-up and planning what to talk about based on the behavior on your website. Leadfeeder tracks visit of the company that matches specific filtering criteria - e.g. you can insert your top sales leads company names into the filters. Once the visits take place, this Zapier integration creates notes for that lead's Close record. Remember to add the "Find lead" search between the Leadfeeder trigger and creating the note so that the note gets added to the right company.
- When this happens...Recurring Lead
Triggers when a lead matching your criteria visits your site again. Visit information on the trigger contains data of the first visit during that day.
- automatically do this!Create Note
Creates a new note.
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