1.Detect new visit
Integrate SalesViewer and web analytics tools to watch for new anonymous visits and start the record capture workflow.
Create company visit records from anonymous website visits
Automatically monitor new anonymous website visits across SalesViewer. Create company visit records by formatting timestamps, routing qualifying interest tags, and creating or finding company entries in Zapier Tablesβso you can segment prospects without manual spreadsheet updates.
How this automation creates clean company records
When anonymous visitors show up but records stay scattered, teams miss qualified prospects and run slow, manual deduping. This automation formats visit timestamps, routes qualifying interest tags, then finds or creates enriched company records in Zapier Tablesβso you can prioritize and segment faster.
SalesVieweror swap with your favorite app
2.Format timestamp for reporting
Integrate Formatter by Zapier and reporting tools to map the SalesViewer timestamp into a formatted first seen date.
Formatter by Zapieror swap with your favorite app
3.Route qualifying interest tags
Integrate Paths by Zapier and data routing tools to evaluate the inferred interest tag and continue only for qualifying records.
Paths by Zapieror swap with your favorite app
4.Find matching company record
Integrate Zapier Tables and database search tools to look up existing companies by URL and domain, continuing on no match.
Zapier Tablesor swap with your favorite app
5.Create new company record
Integrate Zapier Tables and CRM data modeling tools to map company identity and engagement fields and create the record on no match.
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Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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