Customer intelligence

Your best leads already visited. You just filed them as “traffic”.

Anonymous sessions become named people, named people become accounts, and accounts carry their open deals with them. The intent signal your sales team keeps asking for is in the traffic you already paid for — it was never joined up.

  • No purchased data
  • Consent-gated
  • HubSpot, Salesforce, Zoho
Sound familiar?

Marketing has the traffic. Sales has the names. Nobody has both.

“Who is actually in-market right now?”

Analytics can only offer anonymous sessions and the CRM only knows the people who already filled something in. The overlap is where the pipeline was.

“They visited pricing four times and nobody called.”

The signal existed, in traffic you had already paid for, and it expired quietly in a chart nobody could chase.

“This lead is a duplicate.”

Enrichment tools create a second record for a person you already had, and the rep stops trusting the whole system.

Plate 07 · identity field85 signals · 7 matched
SESSION · 4C1FPricing, ×4SESSION · 9AB2Docs, twiceSESSION · 7E30ChangelogFORMpriya@northwind.coEMAILReplied to the demo inviteCRMNorthwind LtdDEAL$48,000 · open

Identified

Priya Raman · Northwind Ltd

$0 open · matched to one record

Catalogue

01Session · 4c1fPricing, ×4
02Session · 9ab2Docs, twice
03Session · 7e30Changelog
04Formpriya@northwind.co
05EmailReplied to the demo invite
06CRMNorthwind Ltd
07Deal$48,000 · open

3 anonymous sessions. One typed email.
One record from there on.

How it works

Session, to person, to account, to deal.

Identity

A name, without a login wall.

A form submission, a newsletter signup, a support reply — any of them is enough to attach a name to the sessions that came before it, retroactively. No gated content, no extra fields on the form.

  • Emails and phone numbers classified as they are submitted
  • The anonymous sessions before the form get the name too
  • Deterministic deduplication — one human, one profile
Sessions behind this number412 with friction
  • AK

    Checkout · 2m 28s

    Desktop · Chrome · London

    Rage click
  • BJ

    Signup · 3m 32s

    Desktop · Chrome · Berlin

    Form abandon
  • CI

    Pricing · 4m 16s

    Desktop · Chrome · Austin

    Error burst
  • DH

    Settings · 5m 44s

    Desktop · Chrome · Toronto

    Form abandon
Your CRM

Matched to the record you already have.

HubSpot, Salesforce and Zoho sync both ways, so a visitor lands against the right contact, the right company and the open deal instead of creating a duplicate for someone to merge.

  • Four CRMs, synced in both directions
  • Contacts, companies, deals and activities
  • No duplicate records created — matched, not inserted
Ask FlowgridLive

Which accounts are researching us right now?

Answer
  • Anonymous96%
  • Identified78%
  • Matched to CRM44%
  • In an open deal33%
Working shownFollow-ups keep contextNo SQL
Account intent

Three people from one company is one signal.

When three people from the same company read pricing twice this week, that is a single account showing intent — not three anonymous sessions scattered across a chart.

  • Sessions rolled up to the account, not the browser
  • The pages they read, in order, attached to the deal
  • Returning and win-back recognised after a quiet month
Accounts in-marketThis week
  • NO

    Northwind

    Open deal · $48k · Pricing ×4

    94
  • AC

    Acre Labs

    Open deal · $12k · Docs, Pricing

    82
  • VE

    Vellum

    No deal yet · Pricing ×2

    64
  • RI

    Ridgeway

    Closed lost · 90d · Changelog

    49

Matched to HubSpot, Salesforce or Zoho — no duplicate records created.

Where the data comes from

Identity from your own site, not from a vendor’s list.

Your form · /pricingConsent granted
dana@acrelabs.com
visitoranon_8f2c41…
Earlier sessions matched—
Bought from a listNever

Illustrative — the first write wins, so a later guess cannot overwrite it.

Nothing is bought

Identity comes from what people give you on your own site. No purchased lists, no reverse-lookup of individuals who never introduced themselves.

Consent still governs

The same banner that gates events gates this. Decline and there is nothing to resolve, because nothing was captured.

First write wins

A recognised visitor stays matched for 365 days, and a later guess cannot quietly overwrite an identity you already trusted.

The arithmetic
3 CRMs
HubSpot, Salesforce and Zoho — synced both ways, matched rather than inserted, so no duplicate records.
No login
A typed form field is enough to name the sessions that came before it, retroactively.
365 days
A recognised visitor stays matched, so a return after a quiet month is still the same person.

Every week this stays unjoined is intent you paid for and did not chase.

Also included

Returning visitors

Recognise someone who came back after a month away, and see what they did the first time before you decide what to say.

Deal-aware sessions

An open deal shows the pages its contacts read this week, so the follow-up is about what they were actually looking at.

Form capture

Fields you already have are captured and classified by type — no new form, no gated PDF, no extra step for the visitor.

Win-back signals

A closed-lost account reading the changelog is the cheapest pipeline in the business, and it is currently invisible.

All of it on the events your analytics already run on — the same tag, no second SDK.

The maths

Signal you already own, or signal you rent.

Flowgrid
An enrichment vendor
Naming an anonymous visitor
From a form they already filled in
A data vendor, per lookup
Sessions before the form
Attached retroactively
Lost
CRM records
Matched both ways, no duplicates
A new record to merge later
Account-level intent
Rolled up across everyone at the company
Per-visitor rows in a chart
What they read
The pages, in order, on the deal
A score with no working shown
Where it lives
Beside your product analytics
A separate tool for sales only

Teams usually arrive paying per lookup for identity that their own traffic was already offering them for free.

In your words

What revenue asks on a Monday.

  • Which accounts are researching us right now?
  • Did anyone from this open deal visit pricing this week?
  • Who came back after going quiet for a month?
  • What did this lead read before they filled in the form?
  • Which closed-lost accounts are reading the changelog?
Before legal asks

Where this data comes from, exactly.

One subscription in place of the stack you're running today

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