Skip to main content
Leads helps teams move from anonymous website activity and public buying signals to qualified outreach. Visitor identification and outreach capabilities depend on the site’s plan and setup.

​
Leads tabs

In People, open Date added to filter contacts by today, yesterday, the last 7 or 30 days, or one chosen date. The filter applies to every pipeline stage. Choose All dates to show all contacts again.

​
Set up visitor identification

Follow the setup guide in Leads to add the tracking code to the site. After verification, allow time for new eligible visits to arrive; historical visitors cannot always be reconstructed.

​
Connect outreach tools

  • Connect HubSpot or Zoho CRM to sync suitable leads and contacts.
  • Each teammate can connect their own Gmail or Outlook mailbox.
  • Review the sender, recipient, and message before sending outreach.
Visitor identification is probabilistic and is generally strongest for company-level traffic. Treat a match as a research lead, not as guaranteed identity. Follow applicable privacy, consent, and outreach rules in every market you operate in.

​
Qualify before outreach

Look for a combination of signals:
  • Multiple relevant page views
  • Recent or repeated visits
  • High-intent pages such as pricing, comparison, or service details
  • A company that fits the intended market
  • A public buying signal that matches the offering
Do not send a generic message merely because a company appeared in the feed. Use Cleo’s context to write a relevant, respectful reason for contacting them.