Knowledge Base

With the Web Visitors feature, you can see exactly who and where the traffic on your webpage is coming from, and select visitors to add as leads, deals or organizations.

How does it work?

Web Visitors adds a tracking script to your website to collect visitor information and present you with reports of which companies are visiting your website and the amount of activity each visitor contributes to while there.

The companies are then sorted by quality and listed as leads in the Web Visitors inbox of your Pipedrive account, and the visitor information is synced hourly.

Setting up the Web Visitors feature

If you don't have the web visitors feature, go to Leads > Web Visitors > “Start a free trial” to use it.

The process of installing your tracker script is different based on your website host. You can install the script on multiple websites and distinguish visitors from different sites using a filter with a Hostname (domain) condition.

Viewing and managing your Web Visitors inbox

Go to Leads > Web Visitors, where your inbox will show:

• the companies that have visited your website
• when they visited
• whether they’re linked to any organizations in your Pipedrive account

You can also customize your view with sorting and filtering options.

Sorting your web visitors

You can order your leads by quality or last visit time.

Filtering by date

Use the date dropdown in the top-right corner to filter based on how recently leads visited your website.

Filtering by visitor type

Click the filter dropdown in the top right corner to see your default and existing custom filters, or click “+ Add new filter” to create a new one.

After you click “Add new filter,” select “Add condition” and you can choose between the available filter fields:

Hiding leads

To hide a lead, click the eye icon when you open one of your web visitors:

Then click “Hide visitor” when the window prompt opens.

Visitor details

The bar to the left of your visitor information reflects the lead quality, ranging from green (high quality) to red (low quality.)

Click on a visitor to open the side panel containing company details like name, address, website and linked social media.

You can expand each visit to see detailed information on each visited page.

Converting visitors to leads, deals and organizations

To convert a web visitor to a lead, deal or organization, select a visitor in your inbox and click “+ Lead,” or click the “...” followed by “+ Deal,” or “+ Organization.”

You can also select “Link existing organization” to link the visitor to an organization already in your account.

Then click "Save" and you’ll be redirected to your newly created item.

Once items are linked to the visitor, you can click through directly to the corresponding item’s detail page. Information on the visits made by that company will be added to the linked deals and organizations as a note web visit timeline block.

Viewing your item details

When looking at a visitor, you can see any item in your account linked to it and click to see its detail page.

The organization detail page will have two newly created custom fields, Linked web visitor and Latest web visit, which are automatically populated with visitor data.

Prospector in Web Visitors

Prospector is an outbound lead generation tool that searches for and gathers high-quality leads based on set criteria, including person contacts linked to your web visitors.

To add these prospector contacts as leads, select a web visitor, scroll to people from this company and click the “+” next to any listed person.

After the person is added to your account, you can click the “...” to reveal previously hidden details like their email address and phone number.