1.Detects new identified visitor
Integrate Leadinfo and web visitor tracking to capture visitor reference and company details for lead creation.
Create lead records from B2B website visitor detections
Automatically monitor new identified website visitors across Leadinfo and Zapier Tables. Create and update lead records when visitor detection firesβso you can find matching companies, add sheet rows, and segment campaigns without manual reporting.
How this automation creates lead records from visitor detection
When new identified website visitor events happen, untracked B2B traffic can slip through and campaign lists get stale. This automation captures visitor details and finds matches, then creates and updates company records and worksheet rowsβso your team can build clean lead tables without extra manual work.
Leadinfoor swap with your favorite app
2.Finds matching lead record
Integrate Zapier Tables and database search to look up the lead table by company domain or name and map IDs.
Zapier Tablesor swap with your favorite app
3.Creates lead row in worksheet
Integrate Google Sheets and reporting sheets to create a new row and map company fields and visitor reference.
Google Sheetsor swap with your favorite app
4.Creates or updates company record
Integrate Zapier Tables and segmentation data to create or update the company record with tags and timestamps.
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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.
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