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:

Daniel Ternyak

November 27, 2023

Don’t spend all that money on ABM…

Just to miss target accounts when they visit your website.

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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:

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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

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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):

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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:

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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).

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3. Route Target Account Visitors to The Perfect Rep

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(Optional) Automatically Engage Target Account Visitors