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Review Company-Level Website Visitor Signals

Review visits matched to a company, check pages and source details, then decide whether to assign an owner, create a CRM task, or send an alert.

Website Visitors can associate some site visits with a company after its tracking script is installed. A company match does not identify the person who visited or establish buying intent. Review the visit and its source before deciding what to do next.

What should I review?

Open the matched company and check its domain, visit date, pages viewed, and source when those details are available. Compare the match with the company’s website and business context. Reject false matches and note when the information was recorded. Page activity can guide further research, but it does not explain why someone visited.

How can I route a reviewed visit?

Depending on the available actions, assign the company to an owner, add it to a named list, create a CRM task, or send a Slack alert when a visit matches a saved filter. Keep the company match and source with the handoff so the next person can review them.

Signals -> Leads -> Enrichment -> Decision -> Outreach -> Pipeline

Treat a visit as a signal, check the company match, and add separately sourced company or contact context where needed. A person should assess fit, uncertainty, and applicable contact restrictions before outreach. A visit alone should not trigger an automatic message.

Review privacy before collection

Before installing the script or routing visitor information, review the notice, consent or opt-out requirements, access, retention, recipients, and intended use for the relevant jurisdictions and audiences. Limit access to staff who need the information. These checks depend on your site and use case; consult qualified counsel when needed.

For installation and record review, see Install website visitors and route a company. Before sending alerts, follow the Slack visitor alert instructions. Use the visitor-tracking privacy checklist before enabling collection.

FAQ

Does Website Visitors identify the person who visited my site?

No. It may associate a visit with a company, but it does not identify the individual visitor or prove that person’s role or intent.

What should I review before routing a visit?

Check the matched company, domain, visit date, pages, and source when available. Reject false matches and keep the information date with your notes.

Can a visit trigger an automatic sales email?

A visit alone should not trigger an automatic message. Review the company match, contact source, applicable restrictions, and any approved automation before outreach.

What privacy checks should I make before installing the script?

Review notice, consent or opt-out requirements, access, retention, recipient permissions, and the intended use for each jurisdiction and audience.