Quick Start Guide
Get up and running with Midbound in just a few minutes. This guide walks you through the essential steps from signup to seeing your first visitors.
Step 1: Create Your Account
Sign up at midbound.ai using your work email. You'll be asked to create a workspace for your team.
Step 2: Set Up Your Workspace
After signing up, you'll create your first workspace:
Workspace name — Usually your company name
Website domain — The domain you want to track (e.g.,
yourcompany.com)
Step 3: Install the Pixel
Add the Midbound pixel to your website. It's a small piece of code you copy and paste — our setup wizard shows you exactly where to put it.
You'll find the pixel in your workspace settings. It works with any website platform — WordPress, Webflow, custom-built sites, and more. We provide step-by-step instructions for each platform.
Tip: If your marketing team uses Google Tag Manager, Midbound works with that too.
Step 4: When Can a Visitor Be Identified?
For Midbound to resolve a visitor's identity, they must:
Be based in the US — Identity resolution currently works for US-based traffic only. Visitors outside the US will not be identified.
Not be in an opt-out network — Visitors who have opted out of data sharing through privacy networks will not be resolved.
Exist in Midbound's identity graph — The visitor must be present in our database to be matched.
Step 5: Explore Your Dashboard
Now that data is flowing, explore the main areas:
Visitors Table — See all identified visitors with their company, job title, and pages viewed
Companies — View company-level insights and aggregated visitor data
Audiences — Create segments to organize your visitors
Workflows — Automate actions based on visitor behavior
Step 6: Connect Your Tools
Head to Settings > Connections to integrate Midbound with your tools (HubSpot, Slack, HeyReach, Lemlist, and more). This lets you automatically push identified leads to your existing workflows.
What's Next?
Key Concepts — Learn about visitors, companies, audiences, and workflows
Integrations Overview — Connect your CRM and tools
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