Turn website visitors into outbound
Put a name to the traffic, and get the follow-up out the same day rather than in next week's report.
The conversation
Sample accounts and numbers, for illustrationYouShow me companies that visited our website in the last 7 days, the pages they viewed, and the best contact at each, excluding customers and anyone with an open opportunity.
Unify3 checks · Unify Intent and CRM
- Resolved identifiable traffic to company domains.
- Grouped each company’s page activity over the seven-day window and set aside the ones that only read the blog or the careers page.
- Removed matched customers and open opportunities; held unmatched records for review.
Forty-one companies visited this week. With customers and open deals removed, these three went furthest into the site. Repeat pricing visits alongside security or integration pages are worth a closer look, but do not establish who visited or whether they intend to buy.
People identified are the visitors Unify Intent could resolve at each account. The best contact is the person whose role covers the problem, not necessarily who visited.
YouQualify all three against our ICP, find the right buyer at each, and route them to the account owner in the CRM or to the routing list if nobody owns them.
UnifyTwo of the three fit the ICP. Northwind goes to Ana, Merridian has no owner and waits in the routing list, and Calderon is held: healthcare IT services sit outside the ICP as it stands.
480 people, mid-market software, Zendesk in the stack. Four pricing visits plus security and integrations. Buyer: Dana Whitfield, Support Operations.
910 people, mid-market software. Two pricing visits and the customer stories. Buyer: Nils Berg, Head of Support.
Healthcare IT services, 640 people. One pricing visit. The ICP as defined excludes services firms, so the account is listed, not routed.
Qualification uses company data, not the visit. Two visits from a company that does not fit are still two visits from a company that does not fit.
YouDraft a useful first email to the person who owns support operations at Northwind, without saying we saw them on the website, and route it to the account owner.
UnifyDana Whitfield leads Support Operations. She is a relevant contact for the problem, not an identified website visitor. The draft is with the account owner and stays in review until approved.
- Why Dana
- Her role covers support processes and tooling. The account’s integration and security research gives the rep useful context, but it does not prove Dana personally read those pages.
ToDana Whitfield
SubjectSupport tooling that fits your stack
Dana, when your team evaluates support tools, is the harder part fitting the current stack or getting through the security review? I can share a short integration checklist if either is on your plate.
- Dana WhitfieldOwner AnaIn review
Before sending: confirm the account owner, verify Dana’s email, and check opt-out status. The account-level page activity is attached for internal context only.
Acting on the traffic, with and without Unify
A visit is worth something on the day it happens, not in next week's report.
| Without Unify | With Unify |
|---|---|
| Traffic is a chart of sessions, and nobody can name the company behind any of them | Visits resolve to companies, with the pages each one actually read |
| Pricing read twice in a week looks the same as one visit to the careers page | Repeat pricing visits read as a different signal from a single page view |
| Whoever gets contacted is whoever the tool identified, not the person who owns the problem | Unify finds whoever owns what those pages are about, with a verified address |
| The follow-up lands next week, after somebody reads the report and assigns it | A play turns the visit into a task for the account owner the same day, pages attached |
Start from this prompt
Make it your own in Unify, then review the results.
Show me companies that visited our website in the last 7 days, the pages they viewed, and the best contact at each, excluding customers and anyone with an open opportunity.
What else you can ask for
The walkthrough is one path through this workflow. These are the turns people take most often.
- Pricing page onlyShow me companies that visited our pricing page in the last 7 days, the pages they viewed, and the best contact at each, excluding customers and anyone with an open opportunity.Try in Unify
- Qualify and route to the ownerShow me ICP accounts with meaningful website activity this week, qualify each against our ICP, find the right buyer, and route it to the account owner in the CRM or to the routing list if nobody owns it.Try in Unify
- The short versionShow me companies that visited our website in the last 7 days, the pages they viewed and the best contact at eachTry in Unify
How it changes by who you sell to
- Software
- Pricing and docs pages separate evaluation from casual reading. Ask for visitors on pricing or docs specifically, skip anyone who only read the blog, and have each qualified account routed to its owner with the pages attached.
- Financial services
- Compliance and security pages are the pages that matter. Ask for visitors who read security, compliance or data-handling pages, and for the risk owner as the contact.
- Retail and e-commerce
- Wholesale and partnership pages signal buying intent. Ask for visitors on those pages and for the head of e-commerce or partnerships as the contact.
- Media
- Rate card and audience pages are the ones worth a call. Ask for visitors on those pages and have Unify separate publishers from agencies.
- Manufacturing
- Visits from a plant network resolve to the company, not the site. Ask Unify to route to the account owner and to note the plant if the network gives it away.
- Healthcare
- Visits from a health system resolve to the system. Ask for the contact at the system office rather than at a facility, and for the department the pages suggest.
Next in signals and intent
+4Research intentAct on category and comparison researchSomeone reading comparison pages has moved past whether to buy and on to which one.
Hiring audiencesBuild an audience from hiring signalsFind accounts investing in the team you sell to and keep the job evidence with the audience.
+5Daily prioritizationBuild today's prospecting listOpen the day with ten accounts ranked on fit, this week's intent and your own history with them, each with a verified contact, instead of a judgment call about where to start.
Connect what this workflow uses
Each guide covers the connection, what Unify reads and writes, and what to check before the first run.
Questions about this workflow
How are website visitors identified?
Unify Intent resolves visits to companies; Findymail finds the best contact; Salesforce or HubSpot excludes customers and open deals.
Which pages count as intent?
Every page by default, with pricing visits called out. Narrow it to pricing, docs, security, wholesale or rate-card pages, whichever mean evaluation in your market.
Does it show what they looked at?
Yes. Each company comes with the pages viewed and when, so the outreach can reference them.
How quickly should I act?
Within a day or two. Pricing visits are a short window, so the workflow is worth running daily.
Can it route a visitor to the account owner?
Yes. Once an account passes the ICP check, Unify looks up the owner in Salesforce or HubSpot and hands the visit to them with the pages viewed and the best contact. Accounts with no owner go to a routing list instead of being dropped.