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Overview

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. The process works like this:
  1. Your CRM fires a trigger — for example, when an opportunity moves to a specific stage
  2. The CRM calls the Deeto API with the prospect’s details and the microsite name
  3. Deeto sends the prospect a personalized private microsite link by email
  4. The prospect views the microsite and can message or book a call with the SDR directly
  5. Deeto tracks every interaction and notifies the SDR in real time

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Understanding the API

Deeto provides a generic API that accepts contact details to trigger the appropriate microsite delivery. If no SDR details are provided in the API call, the microsite falls back to the Account owner configured during microsite setup.

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Connecting to the Right Microsite

Microsites are designed for specific market segments — each one showcases references relevant to that segment. Your CRM team must implement logic to identify the prospect’s segment and trigger the corresponding microsite. For example: if a prospect is in enterprise SaaS, the CRM should trigger the enterprise microsite, not the mid-market one. Each microsite is identified by its name as set in Deeto under Distribution → Private microsites.

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Setting Up a CRM Trigger

The Deeto API can be called from Salesforce, HubSpot, your own platform, or any marketing automation tool.

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Salesforce and HubSpot

Deeto has published a full step-by-step guide covering how to configure the trigger in Salesforce and HubSpot: View the Deeto Automation Manual This guide covers how to configure the API call from Salesforce Flows or HubSpot Workflows, field mapping and payload structure, and how to connect the trigger to the right microsite per segment. For guidance on triggering microsites from other systems, contact support@deeto.ai.

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Prospect Call-to-Action Options

Once a prospect opens their microsite, they can reach the SDR via one of two options configured during microsite setup: Contact SDR — the prospect fills in a message form that is sent as an email to the SDR. Schedule a Call — the prospect is directed 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:

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Setting Up SDR Details in Deeto

For the microsite to show the managing rep’s information correctly, ensure the SDR is set up in Deeto:
  • Go to Settings → Team and open the SDR’s profile
  • Add their name, photo, and contact details
  • Add a short bio or personal message to build rapport with prospects before any call
A personal message from the SDR significantly increases prospect response rates.
If no SDR details are provided in the API call and the SDR isn’t configured in Deeto, the microsite falls back to the static Account owner set during microsite setup.
Need help? Contact your Deeto Customer Success Manager or email support@deeto.ai.