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Automated Visitor Company Alerts

Joel Dixon's Avatar

Joel Dixon

09 Dec, 2011 10:02 PM

It would be very useful if we could sync all our prospect Account data from Salesforce with Spectate. This would also allow for automatically assigning an "Alert" to the appropriate salesperson (based on Account owner) with the Visitor Company in Spectate. If an account in Salesforce hasn't yet had a "visitor" then it would be able to automatically perform this same process as soon as the first Visitor Company event occurs. The benefit here would be to eliminate manually creating an alert every time and also receiving immediate notification the first time a Salesforce account visits the site.

  1. Bradley closed this discussion on 18 Dec, 2012 03:59 PM.

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