Real-time website visitor alerts for Salesforce
Captiwate identifies who’s on your website, matches them to Salesforce contacts or creates new leads, and alerts the right rep while the visitor is still browsing. Conversations, intent signals, bookings and call logs land on the record — automatically.
What lands in Salesforce — and what comes back
Leads, calls and bookings write themselves; deal context flows back to the rep — automatically, in both directions.
Leads and contacts, without the data entry
Website visitor interactions map to existing Salesforce contacts, and new leads are created automatically when you engage a first-time visitor — Salesforce stays your single source of truth.
Calls, intent and bookings on the record
Chat and video conversations, intent signals, call transcripts and meeting bookings are logged against the contact, so follow-up starts from what actually happened.
Account context beside the live visitor
Deal history, account status and ownership show next to the visitor while they browse — so alerts reach the owner and reps open with complete context.
From anonymous visit to Salesforce lead in three moves
Connect once. From then on, records write themselves while your reps talk to the people behind them.
Add the snippet, connect Salesforce
Adding Captiwate to your website is a single JavaScript snippet, similar to Google Analytics. Connect Salesforce and our team handles the full setup — most customers are live within minutes.
Match the visit to a lead or contact
Captiwate reveals the company and person behind each visit and scores their intent, matches them to Salesforce contacts, or creates a new lead when you engage a first-time visitor.
Ping the owner, log the outcome
Automation flows route the alert to the rep who owns the account — by territory, availability or ownership — in Slack or Microsoft Teams. The call and booking are logged back to Salesforce.
Salesforce questions, answered
Do I need Captiwate if I already use Salesforce?
Yes. Captiwate complements your CRM by capturing leads and converting them into demo bookings, with seamless data synchronization for effective follow-ups.
Does Captiwate create leads in Salesforce?
Yes. Captiwate maps website visitor interactions to existing contacts or creates new leads automatically when you engage a first-time visitor, so Salesforce stays your single source of truth.
What gets logged to Salesforce?
Conversations, identified companies, intent signals, meeting bookings and call transcripts flow into Salesforce automatically, and calls are logged against the contact. The sync runs in both directions, so deal history and account status are visible while the visitor is on your site.
Can the alert go to the account owner?
Yes. Automation flows route notifications to the right rep based on territory, availability or account ownership, in Slack or Microsoft Teams — so the person who owns the account is the one who joins the call.
Does Captiwate recognize visitors who are already in Salesforce?
Yes. Captiwate automatically matches visitors to your existing CRM records, so you see past interactions, deal history and account status before you say hello.
Do I need a developer to set it up?
No. Adding Captiwate to your website is a single JavaScript snippet, similar to Google Analytics. Our team handles the full setup — most customers are live within minutes with no engineering resources required.
Is the Salesforce integration included in every plan?
Yes. CRM sync with Salesforce and HubSpot is included in every Captiwate plan, alongside Slack, Microsoft Teams, Google Calendar, Outlook Calendar and Zoom.
The pieces behind the Salesforce play
Identify, alert, sync — each step runs on a Captiwate product. Dig into the details on their own pages.
All integrations
HubSpot, Salesforce, Pipedrive, Slack, Microsoft Teams, Google & Outlook Calendar and Zoom — two-way sync built in.
Explore All integrationsAutomation Flows
Decide what triggers an alert, who gets it and what happens if nobody reacts — triggers, conditions and actions, no code.
Explore Automation FlowsVisitor Identification
See the company and person behind every visit and score their intent — before they fill out a form.
Explore Visitor IdentificationAlert the owner while they browse
A demo built around your website and your Salesforce — bring the person who owns Salesforce, they’ll have the most questions.
Book a demo