🌟 Introduction
This template provides the ability to easily enrich leads with insights to enable targeted marketing and contextual sales campaigns. It utilizes website activity data for enrichment, but the applications are limitless.
💼 Business Impact
With the lead journey increasingly shifting towards digital channels, businesses often possess additional information about leads beyond what is captured in Salesforce or HubSpot. This includes valuable data such as website activity, trial activity, and third-party data enrichment.
This template offers Marketing teams a convenient solution to connect and integrate this data from their database with leads in their CRM/MAP systems, allowing for better targeting and campaign management.
📥 Data In
Source: SFDC, Hubspot, and Database
Example: CRM Lead Contact Records (see Match Leads to Accounts), Website Activity Records (Send a Report from Database)
🧩 Prerequisites
Web Activity Analytics or another set of data with an email address as the identifier. This is necessary for matching leads with website activity data.
📤 Data Out
What pages are the leads visiting?
When was the most recent visit by a lead?
How many visits per lead?
📊 Metrics
Total number of visits (per lead/account)
Number of visits per page with the latest visit
Visits per 30-day window
📝 Template Setup
Next, you'll need to make several key selections:
Step 1: Data Input
📥 Replace with Leads Source
📥 Replace with Enrichment Source, by email
👉 Note: The template is using the output from the Web Activity Analytics template. However, any data can be used as long as the match key is based on email addresses.
Step 2: Destination
Our suggestion: Configure your output to a Google Sheets file or a database.
🌠 Further Customizations
Customize the data input sources according to your specific CRM and database systems.
Modify the metrics and insights based on your business requirements.
Explore different destinations for the output, such as CRM systems or analytics platforms.