← Lead Intelligence
Step 02 · Identify
Communication
Dynamic form handling that turns a single submission into action — triggering intelligent agents and reaching your team by email and/or SMS, with no CRM login required.
What it does
The moment a visitor raises their hand.
When a visitor submits a form or takes an action, Communication turns them from an anonymous visitor into a known buyer — and links all of their prior behavior to the new record.
- ✦Embeddable forms with email and SMS notifications built in.
- ✦Triggers intelligent agents automatically on submission.
- ✦Identifies the buyer — prior anonymous activity links to their record.
- ✦Reaches the rep where they work — email or text, no dashboard to check.
In the process
Step 2 — Identify
Communication is the turning point — one action converts an anonymous visitor into a known buyer with their whole journey attached.