1.Monitor new website lead detected
Integrate SalesViewer and CRM tools to detect website lead signals and start lead capture for your CRM.
Create and log CRM lead from anonymous website visits
Automatically detect new website lead signals in SalesViewer across CRM capture and enrichment apps. Create and update enriched CRM leads by converting visit pages to readable notes, logging website visit activity, and filling website and contact fields without manual data entry.
How this automation enriches your CRM leads
When anonymous website leads appear without a structured CRM entry, follow-up gets delayed and opportunities slip. This automation finds or creates leads, converts visit pages to notes, logs website visit activity, and updates lead recordsβso your team can prioritize fast follow-up.
SalesVieweror swap with your favorite app
2.Find or create lead
Integrate Close and CRM mapping tools to match by company name and create a new lead when no match is found.
Closeor swap with your favorite app
3.Convert pages HTML to markdown
Integrate Formatter by Zapier and content formatting tools to convert visit pages into a readable activity note body.
Formatter by Zapieror swap with your favorite app
4.Create activity on lead
Integrate Close and CRM activity tools to log a website visit activity with timestamp, duration, and the markdown note.
5.Filter qualifying website visits
Integrate Filter by Zapier and data validation tools to continue only when the website or qualifying url is valid.
Filter by Zapieror swap with your favorite app
6.Update lead record
Integrate Close and CRM enrichment tools to update lead website and contact email fields from the detected company data.
Automate your work, your way
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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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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