Easily connect Leadinfo to Apptivo by setting up the integration! With this integration, you can create new companies from your Leadinfo inbox and send valuable insights to Apptivo. Giving you access to Leadinfo data in Apttivo.
Why Connect Apptivo to Leadinfo
Before you set up the integration, let's dive deeper into what the benefits of connecting Apptivo to Leadinfo. First and foremost, with the integration you can:
🔗 Link website visitors to existing companies within Apptivo
🆕 Send a website visitor of as a new company within Apptivo
💻 View the visited pages of said company within Apptivo
This allows you to integrate the information from Leadinfo into your current sales flow.
Please note 📝 The pages a company visits will be shared after the connection has been made. Sending over pages does not work retroactively.
How do I set up the Apptivo integration?
To set up the integration of Apptivo you need to copy the API Key and Access key from Leadinfo.
Step 1: Log into Apptivo and navigate to “Business Settings”. Click on “API Access” in the left menu to copy the API Key and Access key.
Step 2: Log into the Leadinfo portal and go to “Settings”. Under integrations, you need to select "Apptivo".
Step 3: Here you can paste the copied API Key and Access Key. To finalise the installation, click on "Connect with Apptivo".
How do I connect companies from Leadinfo to Apptivo?
No data is shared with Apptivo until you connect a company. You can do this from the company profile in the inbox.
Step 1: Go to the company profile you want to connect.
Step 2: Click on the button "Link to Apptivo" in the right corner.
Step 3: Connect the company to Apptivo. You can do this in two ways:
Step 3.a Does the company already have a profile in Apptivo? Search for the company you would like to connect it to and click on “Connect”.
3.b Do you want to create a new company in Apptivo? Select the correct account manager, give the company a name (prefilled) and click on “Create and link”.
4. You will immediately find the company as a lead in Apptivo.
What information is shared?
When you create a new company from the inbox, Leadinfo will share the following information with Apptivo:
- Company description
Good to know 📝 We never view the data of your CRM ourselves. The system only needs authorization, so Leadinfo can transfer the data to your CRM environment.