You can link Leadinfo with Exact Online in order to gain insight in the website visits of your contact in Exact. In Exact online, a note will added to the contact/company, so you also have insight into the website visits of your contacts there.
Set up Exact Online integration:
- Log in to the Leadinfo portal and go to settings.
- Under integrations select "Exact Online".
- Click on "Connect to Exact Online".
- Log in with your Exact Online data and give Leadinfo permission to access your Exact Online environment.
From now on you can use the link with Exact Online. Still not working? Feel free to contact us!
Good to know:
We never view the data of your CRM ourselves. The system only needs the authorization so Leadinfo can transfer the data to your CRM environment.