Overview
With Factors' integration with G2, you can bring in your G2 intent data and combine it with other intent data in Factors to get a comprehensive look at the engagement history of your target accounts. You can also use this to trigger automations on your G2 intent signals.
What can you achieve?
By bringing in your G2 intent data into Factors, you can:
Visualise complete engagement history of your target accounts.
Set up alerts and automation on your G2 intent signals to ensure that you act upon these signals at exactly the right time.
Visualise complete engagement history for target accounts
You can combine G2 intent signals with other intent signals including Website, CRM and Ad platforms to get a comprehensive view into the engagement history of your target accounts. To do this, simply follow the instructions below:
First, open Accounts from the top nav bar.
Then, inside the left nav bar, click on G2 engagements.
Here, you will see a list of all accounts that showed intent signals on your G2 page.
To see a detailed activity history of an account, simply click on that account from the table.
This will show you a birdview of all interactions that this account has had with your company including Website, CRM, LinkedIn, G2 and more in a single view.
Set up automation on your G2 intent signals
You can set up alerts and automations on your G2 intent signals. Eg- Any account that sees your G2 product page can be sent an automated outreach email. To do this simply follow the instructions below:
First, click on the configure icon 🛠️ in the top nav bar and then click alerts.
Create a new alert using the button on the top right and select Real-time alerts.
Now, create an alert for all accounts that perform a specific G2 intent signal that you care about.
Then, select the destination for where you wish to send this alert to. You can choose a communication app like Slack and Teams or set up a Webhook to trigger automations based on this event.
You can use Webhooks to trigger automations using a platform like Zapier or Make.com. To do this simply paste the Webhook URL from one of these platforms in the Webhooks destination inside Factors.
You can configure many kinds of automation using Webhooks as a destination. Eg- You can automatically create CRM records for all accounts that engage with your G2 page.
