How do I get alerted or start an automation when Visitor ID identifies someone?
By default, every visitor Visitor ID identifies is created as a contact in your system. You can see who was identified in the activity view, and the contact's lead source field shows it came from a website visitor.
To have something else happen when someone is identified:
- In Settings, Visitor ID, set up alerts, for example an email alert when a new visitor is identified, so you can call or email them in near real time. You can also set rules there or trigger a workflow.
- Or build a workflow with the Contact Created trigger, or a trigger on the lead source field, and run any automation, such as emailing your client, sending an alert by SMS, or dropping the person into a CRM.