HappierLeads CRM Integration: Sync Visitors to Your Pipeline
See the exact people visiting your website and Follow up with them.
Automatically sync identified website visitors to your CRM. Here's how to connect HappierLeads to your CRM for seamless lead flow.
Why CRM Integration Matters
- Leads flow automatically to sales
- No manual data entry
- Unified view of prospect activity
- Better tracking and attribution
Supported CRMs
HappierLeads integrates with popular CRMs:
- Salesforce
- HubSpot
- Pipedrive
- Zoho CRM
- And more via Zapier/webhooks
Data Synced
When a visitor is identified, we send:
- Contact name and title
- Email and phone
- Company information
- Pages viewed
- Visit timestamp
- Lead source tracking
Integration Best Practices
- Set up deduplication: Avoid duplicate contacts
- Map fields correctly: Match to your CRM schema
- Create lead source: Tag as 'HappierLeads'
- Set up routing: Assign to right reps/queues
Workflow Automation
Combine with CRM automation:
- Trigger tasks for sales follow-up
- Add to nurture sequences
- Score based on pages visited
- Alert account owners
Connect Your CRM
Try HappierLeads free and sync identified visitors to your CRM automatically.
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Website Identification FAQs
Does Happierleads have a Free trial?
What is Happierleads?
HappierLeads is the only solution that enables you to identify, qualify, and engage with your anonymous B2B website visitors—all within a single tool. No additional licenses or integrations with other outreach automation tools are necessary.
Who typically uses Happierleads?
Happierleads is used by Sales, Growth, and Marketing teams across various industries. If you are a B2B company, we are the solution for you. Sales teams use the platform to turn anonymous traffic into opportunities and increase productivity. While on the other hand, Marketers use the platform to automate lead generation, increase conversions.
How is this different from Clearbit, 6Sense, or DemandBase’s Website Identity Solutions?
Most companies rely on ‘Reverse IP Lookup’ technology to connect IP addresses with company names. At Happierleads, we use a completely different approach—our fully-permissioned, proprietary publisher network—allowing us to identify the exact individuals visiting your website. Discover more about how we identify your site visitors here.
Why is Happierleads ranked number #1 for data quality on G2 and Capterra?
Happierleads offers an advanced feature that automatically filters out bots, ISPs, and other non-qualifying traffic sources to ensure you receive only high-quality leads. Additionally, unlike other tools, Happierleads provides the flexibility for you to manually remove leads as needed.
What about U.S. state privacy laws, like the California CCPA and CPRA?
