SalesViewer integration with Gmail
How to Create Gmail drafts for new SalesViewer visitors after logging them in Salesforce
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Gmail drafts for new SalesViewer visitors after logging them in Salesforce" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate SalesViewer integrations
SalesViewer actions
Nekton can use any feature that is available in SalesViewer API.
Using our advanced AI, you can easily create custom automations for SalesViewer.
Here are some typical actions you can do in your automated workflows.
Intensive Visits
Triggers when a company visited your website for at least 30 seconds.
Visits From New Companies
Triggers when a new lead visits your website.
Visits From Favourite Companies
Triggers when a favourite company visits your website.
New Visits
Triggers when a visit has been detected on your website.
Returning Visitors
Triggers when a company visited your website more than once.
About SalesViewer
SalesViewer is a tool to identify your anonymous website visitors and redefines the way you think about new business development.