1.Captures new visit event
Integrate G2 Crowd to capture visit event payload and map company, URL, tags, location, and industry for intent processing.
Send buyer intent alerts to marketing team channel
Automatically monitor new visit events across G2 Crowd and analytics tools. Send buyer intent alerts when visits, tags, or qualifiers changeβso you can route outreach, update intent counters, and notify marketing without manual lookups.
How this automation alerts your team to buyer intent
When new visit events happen, marketing teams can miss high-intent timing and waste time on manual lookups. This automation captures visit details, evaluates ICP qualifiers, updates intent records and sends Slack alertsβso your team can prioritize outreach faster.
G2 Crowdor swap with your favorite app
2.Looks up ICP worksheet
Integrate Google Sheets and reporting systems to pull ICP filter rows and map industries and excludes for this run.
Google Sheetsor swap with your favorite app
3.Evaluates qualifier rules
Integrate Filter by Zapier to evaluate ICP thresholds and exclude lists, continuing only records that pass qualifiers.
Filter by Zapieror swap with your favorite app
4.Converts tag values to keys
Integrate Formatter by Zapier and data mapping tools to convert incoming tags into table column keys for counters.
Formatter by Zapieror swap with your favorite app
5.Finds or creates intent record
Integrate Zapier Tables to match by company name, update website fields, and increment total and tag-specific counters.
Zapier Tablesor swap with your favorite app
6.Posts buyer intent summary
Integrate Slack and team messaging tools to send a compact buyer intent message with a link to the intent record.
Slackor swap with your favorite app
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Prioritize pipeline faster with automated intent capture, account alerts, and outreach triggers
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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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