A common problem / a joined result
Sales calls start cold
Bring the recorded journey into the place your sales team works.
Talk through the sources behind your question.
Sound familiar?
Someone books a call, but the rep only sees a name and email. The conversation starts with questions the person has already answered on your website.
The pieces live apart.
Website visits and form answers sit apart from the CRM. A rep cannot use the earlier steps when they are missing from the lead record or have no confirmed link to it.
Website
The service pages viewed
Form
The stated need
CRM
The booked call
Each source has a piece. The join gives the pieces a shared meaning.
One rule. A useful result.
Example rule / events → tag
Website: service page viewed
Form: project enquiry sent
CRM: consultation booked
In this order, within 14 days, linked to the same confirmed lead.
Resulting tag
Service enquiry ready for a call
Illustrative rule. Sources, match keys and timing are agreed in the build.
What you get
- The lead's recorded steps alongside their enquiry.
- A visible rule for a useful sales tag.
- Context delivered to the agreed CRM fields.
Systems usually joined: Website, Form, CRM. The team checks the records, match keys and destination with you.
A question that crosses teams.
Sales reps and revenue teams handling enquiries, demos and consultations.
Good questions. Clear answers.
Can every anonymous visit be linked to a lead?
No. A visit needs a supported identity link before it can be treated as that lead's activity. DataGlue keeps uncertain candidates and conflicts visible.
Is the tag a promise that a lead will buy?
No. It means the lead met the event rule you chose. Your team still decides how to handle the conversation.
Where will the sales team see the context?
The destination is agreed with your team. It can be your CRM, with tags and context mapped to the fields or route the build supports.
Follow the next piece.
Related problems
Definitions & comparisons
Build it with us
Bring the problem. We'll map the pieces.
A dedicated team checks the sources, defines the result and builds it with you. Scope and price are agreed with the team.