Nov 28, 2023
Identify & Engage Warm Accounts Visiting Your Website
Identify target accounts (from your CRM) visiting your website — so you can automatically engage them and route them to the perfect rep:
Don’t spend all that money on ABM…
Just to miss target accounts when they visit your website.
Here’s how to identify target accounts (from your CRM) visiting your website — so you can automatically engagethem and route them to the perfect rep:
TL;DR
Connect Your HubSpot to ServiceBell
Mark CRM Companies as “Target Account”
Route Target Account Visitors to The Perfect Rep
(Optional) Automatically Engage Target Account Visitors
1. Connect Your HubSpot to ServiceBell
In order to identify target accounts visiting your website, first you’ll need to connect your HubSpot CRM to ServiceBell (or Salesforce):
2. Mark CRM Companies as “Target Account”
Now, we need a way to tell ServiceBell that a specific company visiting your website is a target account. Here’s how:
(Optional) Show “Target Account” property in the default view:
Mark specific companies in your HubSpot as “Target Account”:
If you want specific reps to be routed alerts when their target account visits the website — make sure the rep is the contact/company owner of that target account (in your CRM).
3. Route Target Account Visitors to The Perfect Rep
(Optional) Automatically Engage Target Account Visitors
