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You’re installed and identifying visitors. This is how teams turn that into pipeline in the first week, in the order that matters.

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Your first 10 minutes

Do these four things once and Squid ID runs itself.
1

Dial in your ICP

Tell Squid ID who your ideal customer is so your list is only the accounts worth chasing, not every visitor. This is the single biggest lever on signal quality. See ICP filtering.
2

Turn on real-time alerts

Connect Slack or Microsoft Teams so the right rep hears about a hot account the second it lands, without watching a dashboard. See Route to Slack and Microsoft Teams.
3

Send leads where you work

Push identified visitors into HubSpot, Clay, your sequencer, or a webhook so nothing falls through the cracks. See Integrations overview.
4

Invite your team

Bring in the reps who act on the leads. Roles keep billing and settings under control. See Team roles.

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Best practices

  • Work from Slack, not the dashboard. The teams that win treat identified visitors like inbound leads: the alert lands where they already are and they act on it. The dashboard is for review, not monitoring.
  • Scope alerts to your ICP. Route only ICP matches to your busy channels so notifications stay signal, not noise. Send everything else to a separate channel or the email digest. See Filters.
  • Act on high-intent pages. A visit to pricing, a demo request, or a key product page is a stronger buying signal than a blog read. Route those separately and follow up first.
  • Flag matches that look wrong. If an identification does not look right, flag it and we review it, so you only pay for matches you can use. See Flag a match.
  • Check the daily digest. The email recap tells you how many US visitors you had and how many resolved, so you can spot trends without logging in. See Email digest.

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Playbooks by goal

Route ICP matches to a Slack channel your reps watch, and push them into your sequencer or CRM. When a target-account visitor shows up, a rep reaches out the same day with context from the pages they viewed. See ICP filtering and Integrations overview.
Build an ICP around your target account list and alert on it. When a named account browses, marketing and sales coordinate a play, and you can see which pages the account engaged with. See Companies.
Export identified visitors into your CRM and enrichment tools to build retargeting and nurture audiences from real people, not just anonymous sessions. See Webhooks and Clay.