1.Detect new company identified
Integrate Leadinfo to capture a new company and visitor record as the payload for downstream actions.
Send new website lead alerts to sales inbox
Automatically monitor new company and visitor records across Leadinfo. Send contextual sales alerts when qualifying company visits, so you can route inbox updates, reduce noise, and brief reps without manual follow-up.
How this automation notifies your sales team fast
When new company visitor records arrive, delays can cause leads to go cold and inbox noise to grow. This automation filters qualifying records and sends contextual alert emails to your configured sales inboxβso your team can act quickly.
Leadinfoor swap with your favorite app
2.Filters by qualification rules
Integrate Filter by Zapier to continue only for qualifying records so low value traffic does not reach sales.
Filter by Zapieror swap with your favorite app
3.Sends sales inbox alert email
Integrate Gmail to send a contextual sales email with visitor pages and tags and include a link to the visitor record.
Gmailor swap with your favorite app
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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.
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