1.Captures new customer visit event
Integrate NterNow and visitor tracking tools to capture new customer visit events for CRM contact creation.
Create CRM contact from on-site visitor access events
Automatically monitor new customer visit event data across NterNow and HubSpot. Create and update contacts when visitor email matches, visitor phone matches, or qualifying visits come inβso you can speed follow-up, preserve visit context, and assign owners without manual reporting.
How this automation updates your CRM contacts
When new customer visit events go unprocessed, field sales lose time and visit context. This automation captures access signals and looks up, creates, and updates CRM contactsβso your team can act with the right details fast.
NterNowor swap with your favorite app
2.Finds contact by email or phone
Integrate HubSpot and CRM enrichment tools to look up matching contacts by email or phone before proceeding.
HubSpotor swap with your favorite app
3.Creates contact if not found
Integrate HubSpot and contact data tools to create a new CRM contact when no match is found.
4.Updates contact with visit details
Integrate HubSpot and CRM follow-up lists to write visit timestamps and add visit notes and photos to the contact.
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