Easily connect Leadinfo to your Archie CRM. The integration allows you to create new companies straight from Leadinfo to Archie. Allowing you to access powerful Leadinfo data within your CRM system.
How do I set up the Archie CRM integration?
Step 1: Log into Leadinfo and navigate to “Settings”. Click on "Archie CRM" under “Integrations” on the left side menu.
Step 2: Fill out your login credentials and the "API Access URL". This URL is the same URL you use to log into Archie.
Step 3: Click on "Connect with Archie CRM".
From now on you can send over your website visitors to Archie!
How do I create companies from Leadinfo in Archie?
Once you've set up the integration, you'll see a new button in the company profile of your website visitors. This button allows you to create the company within Archie.
Step 1: Click on the button
Step 2: Select who the company owner should be and click on "Create and link". Leadinfo will instantly create a new lead within Archie!
What information is shared?
When you create a new company, Leadinfo will send over the following data:
- Company name
- Phone number
- Email address
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.