Salesforce Contact Creation On Visit To Important Page
Site tracking is a powerful sales tool. It lets you know when a contact has been visiting pages and deliberating a purchasing decision. They may not have made the purchase because they want to think about, need clarification, or have questions. What if your sales team could reach out proactively to help clear up any confusion and close the deal?
This automation is triggered when a contact visits an important, specified page, such as a pricing page or product page. The contact is then added to your Salesforce CRM and a Slack message is sent to your team.
How Salesforce Contact Creation On Visit To Important Page works:
1. The automation is triggered when a contact visits a specified page.
2 They arrive at a Create Contact in Salesforce step and have a record created in your Salesforce CRM.
3. The contact then reached a “Post Message to Slack” action, notifying your team of the new deal.
4. The contact exits the automation.
Note: You must have site tracking set up on your site for this automation to work properly.
Get started today
Try it free. No credit card required. Instant setup.