7 playbooks

Playbooks

Step-by-step guides for turning identified website visitors into pipeline. Wired for the tools your team already uses.

45 minutes

Automate LinkedIn Outreach to Website Visitors with HeyReach

Send a connection request on LinkedIn the same day a visitor hits your pricing page. Warm context, automated cadence, SDR handoff on reply.

Build Your HeyReach CampaignWrite the Connection MessageConfigure the Follow-Up SequenceWire Up the MidBound Webhook
MidBoundHeyReachZapier or Make
40 minutes

Automate Email Outreach to Website Visitors with Lemlist

Turn an identified website visit into a page-aware email sequence the same day. Lemlist handles the send, MidBound handles the who, your SDR handles the reply.

Create the Lemlist CampaignBuild the 3-Step SequenceSet Up the Webhook RouterMap Liquid Variables
MidBoundLemlistZapier or Make
30 minutes

Multi-Stakeholder Account Play: Step by Step

Detect when multiple people from the same company visit your site and run a coordinated outreach play across the buying committee.

Understand Multi-Stakeholder DetectionBuild a Multi-Stakeholder Audience and Route It to SlackCreate Role-Specific Outreach MessagesRun the Account-Level Play
MidBoundSlackHubSpot
60 minutes

Personalize Visitor Engagement with Clay

Route MidBound visitor data into Clay for enrichment, AI-generated context, and per-visitor branching into your outbound stack. The context-driven version of outreach.

Set Up the Clay TablePoint MidBound's Webhook at ClayBuild the Enrichment WaterfallGenerate One Line of Context
MidBoundClayHeyReach or LemlistHubSpot
15 minutes

Build a High-Intent Visitor Slack Alert

Set up filtered Slack notifications so your team only sees visitors worth reaching out to.

Create a Dedicated Slack ChannelConnect MidBound to SlackSet Your ICP Score ThresholdSet Page Filters
MidBoundSlack
30 minutes

Wire MidBound-Identified Visitors Into HubSpot

Pipe identified visitors from MidBound into HubSpot as contacts, then build follow-up automation on the HubSpot side using contact-created as your trigger.

Connect MidBound to HubSpotBuild the MidBound-Side AudienceSet Up the HubSpot-Side WorkflowTest End-to-End
MidBoundHubSpot
45 minutes

Measure Visitor-to-Pipeline Conversion

Track ROI from identified visitor to closed revenue using MidBound's dashboard for the visitor side and HubSpot's lead-source attribution for the pipeline side.

Use Each Tool for What It's Good AtTag MidBound-Sourced Contacts with a Lead SourceBuild Three Reports in HubSpotCalculate Cost-Per-Identified-Visitor
MidBoundHubSpot