Contact Discovery
Overview
The Contact Discovery page allows you to automatically find and gather contacts from companies when visitors match specific criteria. By creating Contact Lookup Rules, you can trigger automated contact discovery based on website signals or account segments, pulling in relevant buying committee members directly into your Contacts database.
How Contact Discovery Works
When a visitor matches a Contact Lookup Rule, the system automatically searches for contacts at that visitor's company that fit your defined buying committee personas. These discovered contacts are then added to your Contacts page, complete with their activity tracking and profile information.
Key Features
Multiple Active Rules: You can have multiple lookup rules running simultaneously. If rules overlap with different buying committees, the system intelligently avoids creating duplicate contacts.
Signal Types:
- URL Signals: Trigger discovery based on specific pages visitors access on your website
- Segment Signals: Trigger discovery based on static or dynamic segments created in the Account section
Creating a Contact Lookup Rule
1. Navigate to Contact Management > Contact Discovery
2. Click "Add Contact Lookup Rule"
3. Enter a descriptive Rule Name
4. Configure Contact Discovery Rules:
- Select "Listen for URL Signals" to trigger on specific page visits
- Enter URL parameters (e.g., getsignals.ai)
- Or select "Listen for Segment Signals" for segment-based triggers
5. Select Buying Committee personas to search for
6. Set Contact Limit (maximum number of contacts to collect per company)
7. Optional: Enable "Send Contacts an Email"
8. Optional: Enable "Add Contacts to an Integration" and select your CRM
9. Click "Save"
Table Columns
NAME: The name of your lookup rule
WEBSITE SIGNALS: Shows whether the rule listens for URL or Segment signals
BUYING COMMITTEE: Displays which personas are included in the search
EMAIL: Indicates if email notification is enabled
INTEGRATIONS: Shows which integrations receive the discovered contacts
Managing Lookup Rules
Each rule can be edited or deleted using the icons in the table row. Click the edit icon to modify rule parameters or the delete icon to remove a rule entirely.
