Can the platform automate actions when a specified visitor condition occurs?
Yes. Today, you can automate actions on visitor conditions with notification rules and the CRM webhook.
What you can do now
Notification rules: Each user can set rules for when they receive alerts, such as by territory, by pages viewed, or by other visitor conditions.
Webhook triggers: A webhook user's notification rules decide which identified visitors are sent to your CRM or Zapier.
CRM and Zapier logic: Once a record arrives, your CRM or Zapier can take the next action, such as starting a nurture, adding the visitor to retargeting, or assigning a sales task.
Examples
A visitor who views two or three pages is sent to a sales-alert workflow.
A visitor from a priority state is routed to a specific rep.
A visitor who arrived from a persona campaign enters that persona's nurture.
What's ahead
Simpler, built-in action rules triggered by visitor conditions are part of the planned dashboard direction. Until then, the combination of notification rules, webhooks, and your CRM gives you flexible automation.
