Instead of sending microsites manually, Deeto lets your CRM trigger them automatically at any stage of the sales process. Once triggered, Deeto handles delivery, tracks prospect engagement, and enables the prospect to contact or schedule a call with your SDR directly from the microsite.Documentation Index
Fetch the complete documentation index at: https://knowledge.deeto.com/llms.txt
Use this file to discover all available pages before exploring further.
How it works
- Your CRM fires a trigger (e.g. opportunity moves to a specific stage)
- The CRM calls the Deeto API with the prospect details and the microsite name
- Deeto sends the prospect a personalized microsite link by email
- The prospect views the microsite and can message or book a call with the SDR directly
- Deeto tracks every interaction and notifies the SDR in real time
Understanding the API
Deeto provides a generic API that accepts contact details and triggers the appropriate microsite delivery.| Field | Required | Description |
|---|---|---|
| Prospect name | Yes | First and last name of the prospect |
| Prospect email | Yes | Email address the microsite link is sent to |
| Microsite name | Yes | The specific microsite to send, as configured in Deeto |
| SDR name | No | Personalizes the microsite with the rep name |
| SDR photo | No | Displays the SDR photo on the microsite |
| SDR personal message | No | A short message from the SDR shown on the microsite |
Connecting to the right microsite
Each microsite is designed for a specific market segment. Your CRM team must implement logic that identifies the prospect segment and triggers the corresponding microsite. For example: if a prospect is in enterprise SaaS, the CRM should trigger the enterprise microsite, not the mid-market one.Setting up a CRM trigger
The Deeto API can be called from Salesforce, HubSpot, your own platform, or any marketing automation tool.Salesforce and HubSpot — Automation Manual
Deeto has published a full step-by-step guide covering how to configure the trigger in Salesforce and HubSpot: View the Deeto Automation Manual — Salesforce and HubSpot This guide covers:- How to configure the API call from Salesforce Flows or HubSpot Workflows
- Field mapping and payload structure
- How to connect the trigger to the right microsite per segment
SDR call-to-action options
Once a prospect lands on their microsite, they can reach the SDR via one of two options you configure: Contact SDR — Sends a message as an email to the SDR when the prospect clicks. Schedule a Call — Links the prospect to a scheduling page so they can book time directly. Requires a scheduling link configured for the SDR in Deeto. For generating a scheduling link:Setting up SDR details in Deeto
For the microsite to show the managing rep information:- Go to Settings -> Team and open the SDR profile
- Add their name, photo, and contact details
- Add a short bio or personal message to build rapport with prospects before any call
Need help? Contact your Deeto Customer Success Manager or email support@deeto.ai.