Tailor AITailor adds the companies visiting your site to Salesforce, so your sales team sees who's interested. New companies become Accounts. Companies you already have get an activity when they visit. Tailor can also label each Account with its size, industry and the pages it viewed.
Story 1
Globex is already in your Salesforce, but the deal went quiet. Today, 5 people from Globex read your pricing page.
Within an hour, a new activity shows up on the Globex Account with the pages they read. The account owner sees it and reaches out.
Story 2
Stark Logistics isn't in your Salesforce yet. A few people from Stark read your pricing page.
Tailor adds Stark as a new Account and labels it Size: 501–1,000, Industry: Transportation and Viewed pricing. Your team filters Accounts by Viewed pricing to see who to call first.
You need: all four steps, including labels. To skip casual visitors, pick a segment like Engaged visitors in Step 2.
Quick start
Connecting adds nothing. Tailor only writes to Salesforce when you press Add to Salesforce or turn on the hourly sync.
Tailor acts as the person who clicked Allow. They own the new Accounts, and every change shows under their name. Connect with the login those Accounts should belong to, and make sure it can create Accounts and Tasks.
Under Visitors to send, pick one:
All identified visitors. Every company Tailor identifies. This is the default.
A segment. Only companies in that segment, like "Engaged visitors". Make segments on the Visitors page and share them with your team.
Your pick saves right away.
How does Tailor know where someone works? See Visitor Identification.
Labels are short tags like Size: 51–200, Industry: Software or Viewed pricing. Tailor puts them in one field on each Account, so your team can filter by them. Skip this step if you don't need them.
A Salesforce admin does this once:
1. Data type
2. Details
3. Field-level security
A Text Area (Long) field also works. Tailor adds its labels on one line at the end and leaves the rest alone. The picklist is easier to filter, so we recommend it.
Back in Tailor, reload the Salesforce page and find Label Accounts.
/pricing gets Viewed pricing. Use ** for a whole section, like /case-studies/**.
Under Add past visitors, pick how far back to look and click Preview. Nothing is added yet. You see which companies Tailor would add, and their labels.
Looks right? Click Add to Salesforce. Then turn on Sync every hour so new visitors are added on their own.
Adding over 100 new Accounts asks you to confirm. Very large batches add 5,000 right away and the rest over a few hours.
Tailor never adds the same company twice. Running it again only adds what's missing.
Tailor looks for an Account with the same website:
| If Salesforce has… | Tailor… |
|---|---|
| No Account with that website | Creates one, with the company's name, website and size. |
| One Account with that website | Adds a visit activity to it, at most once a day. |
| Two or more | Skips the company, so it never updates the wrong one. |
Changes run your normal Salesforce automations. To stop labels, set Field for labels to Don't add labels. To stop everything, click Disconnect. What Tailor already added stays, and reconnecting won't add duplicates. Every run is listed on the Activity tab in Tailor.
Ask the Tailor team to turn it on for your account.
Add a field with Step 3a, then reload. Already did? Check that "Restrict picklist" is unchecked and the person who connected Tailor can edit the field.
Salesforce signed Tailor out, usually because the person who connected left or lost access. The Salesforce page in Tailor shows Needs you. Click Connect again to pick up where it left off.
Two of your Accounts share its website. Merge them in Salesforce and it's added on the next run.
Your segment may have been deleted or unshared. Pick another under Visitors to send.
A run is in progress. Try again in a minute.