Site visitors — straight into CRM contacts and deals

On a visitor notification the scenario checks the CRM, creates a contact and deal or moves an existing deal to the right stage.

  • The contact is created for you
  • The deal is made automatically
  • No duplicates for returning visitors
  • Nothing entered by hand
Attio
Set it upScriptera

How it works

To get Microsoft Teams notifications in , you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: RB2B New Message
  2. Then: Cleanup Data
  3. Then: Get Person
  4. Check: Person Exists?
  5. If yes: Switch
  6. If yes: Update Deal Stage
  7. If no: Create Associated Deal
  8. If no: Create Person
  9. Then: Create Deal

You can launch this integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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