Website visitors
Overview
Website visitors shows the companies that visited your website — recognised by your provider's visitor recognition (first provider: Dealfront, visitor recognition from Leadfeeder). It recognises companies, not persons: the provider matches the visitor's address to a company. Every company can be taken over as a lead with one click.
You find the list under CRM → Leads → Website visitors.
Core tasks
Set up. Two steps: the integration dealfront with an API key as for the Prospector, and Dealfront's tracking script on your website. You get the script in Dealfront; Octibiz does not embed it itself. Without access the page shows Not connected.
Choose a period. The default is the last 30 days; at most one year at a time. For each company the list shows city, size, industry, the last visit and a duplicate hint (existing customer with the same VAT ID or domain, or a similar name).
Take over as lead. Creates a prospect with company, website and industry; the source website visitor is recorded on the lead. The same company never becomes a lead twice. If an existing customer has the same VAT ID or domain, the lead is linked to it.
Privacy notice for the website (text proposal)
Visitor recognition relies on legitimate interest (Art. 6(1)(f) GDPR) and requires a notice in your website's privacy policy. The following proposal is a building block for your data protection officer to review and adapt — Octibiz does not publish it itself:
Recognition of company visits (Dealfront) On our website we use the service Dealfront (Leadfeeder), provided by [contracting party as per your Dealfront contract]. It matches the IP address of a visit to a company and shows us which companies visited our website and which pages were viewed. We receive no information about individual persons. The purpose is to maintain business contacts and to approach interested companies; the legal basis is our legitimate interest under Art. 6(1)(f) GDPR. Dealfront processes the data on our behalf as a processor in the EU. You can object to the processing at any time: [link to the objection at Dealfront or to your cookie banner]. The data is deleted as soon as it is no longer required for the purpose.
Which data Octibiz itself receives from Dealfront is listed under Data processors.
Fields in detail
| Field | Required | Values / format | What it does |
|---|---|---|---|
From / To from / to | no | date; at most 366 days | Period of the recognised visits; default last 30 days. |
Settings & permissions
- Module
module.crm. crm.webvisitor.view— see the list; taking over additionally needscrm.prospector.importand
crm.lead.manage in the brand. The role Vertrieb (sales) has all permissions out of the box.
FAQ & troubleshooting
The list stays empty although connected. Check whether Dealfront's tracking script is embedded on the website and whether visits from company networks arrived in the chosen period — the provider does not recognise private connections.
“Invalid period”. Start after end or more than 366 days.