Turn anonymous website visitors into tracked CRM leads

When a website visitor is identified, the system logs them in your CRM and creates a sales deal automatically.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"website visitor identified"]:::trig s0["Extract visitor details"]:::task s1["Check CRM for match"]:::task s2[("Create tagged deal")]:::store trig --> s0 s0 --> s1 gx{"× contact already exists"}:::gate s1 --> gx p00["update contact record"]:::task gx -->|"existing contact"| p00 p10["create new contact"]:::task gx -->|"new contact"| p10 jn{"○ contact ready"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"CRM lead and deal created"/]:::out pay{{"no missed website leads"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales PipelineMessaging & Notifications
Connects
SlackAttioRB2B

The problem it solves

Most visitors to your website leave without ever filling out a form, so you have no idea who they were or that they showed interest at all. Even when you do get a notification about a visitor, manually adding them to your CRM and starting a deal is one more thing that falls through the cracks.

Who it fits

Sales teams that want every identified website visitor captured as a lead without manual data entry.

How it works

  1. Triggers when a website visitor is identified and a notification arrives
  2. Pulls out the visitor's name, email, company, LinkedIn, and location
  3. Checks your CRM to see if that person already has a record
  4. Creates a new contact or updates the existing one
  5. Creates a tagged sales deal so the lead is ready for follow-up
What you get

Identified visitors turned into tracked pipeline

You get every identified website visitor automatically added to your CRM as a lead with a deal ready to work.

What you get

A new or updated CRM contact with an associated sales deal for every identified website visitor.

What you need

A website visitor identification service, a Slack workspace, and a CRM account with API access.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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