Visitor routing

How do I route visitors to operators based on the Clearbit info?

You can route the visitors to your operators based on the Clearbit values.

  1. Navigate to Settings > Automation > Visitor routing, click Add which you can find in the top right corner of the window.
  2. Specify a name for the routing rule.
  3. Map the rule to a website on which it has to be activated.
  4. In the Choose a condition drop-down, choose Clearbit company.
  5. Choose a pre-defined condition for the same.
  6. Then, choose routing option in the How would you like to route the visitors to your operators? section.
  7. Click on the (+) symbol to add operators.
  8. Finally, click Save.

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