I'm trying to create alerts for our sales reps that will create a follow-up task when an anonymous user visits a webpage. What do I need to enter in the flow to show the information that was captured from that anonymous user such as IP, etc. in the subject or description field?
Right now I have entered what is on the attached screen shot for known leads but am not sure of the tokens to use for information contained in the anonymous lead such as Company name and IP address.
I use Salesforce as my CRM, and creating a task will create a task in SFDC for my rep to followup on that individual. However, in order for the person to be in SFDC, they need a last name and company name. In the case that you're sending alerts for anonymous leads, the leads will probably not be in SFDC.
Sending an alert is just like sending an email, but typically you only send the alert to someone internally.