To find out which leads and customers have visited your website, first copy the tracking script from Upsales. Then add it to the specific sites you want to track. The tracking script is found in Settings → Marketing → Website visits, under Tracking script for your website. You need to be an administrator or have Marketing access to open this page. Website visits requires the Marketing Automation add-on.
Your visitors are listed in Marketing → Website visitors:
Here's where you can see details of your visitors. On the right-hand side you can filter, save and share your views:
To match a website visit with an existing company in Upsales, that company card needs to have a Company Data Hub ID. A company without one is matched on its organisation number when the visit comes from the company's head office.
The Company Data Hub ID is automatically set to the company when either:
- creating it from the Company Data Hub database
- updating an existing company with Company Data Hub data
Want a quick and easy way to add company details from LinkedIn or a website? Use the Upsales Prospecting Chrome extension