You can link Leadinfo with PerfectView, so your website visits are automatically synchronised. In PerfectView, a note then is added to the contact/company. You will have insight into the website visits of your contacts there. In addition, you have the option in the Leadinfo portal to link the company profile of a website visitor in PerfectView to an existing company, or a new company.
Set up PerfectView integration:
Before following the steps in the Leadinfo portal, you must first change settings in PerfectView itself. This concerns the setting "Register extra info with relations".
Go to "Settings" -> "Application" -> "Tabs" and then find "Register extra info with relations".
- Log into the Leadinfo portal and go to settings.
- Under integrations select "PerfectView".
- Enter your API, Database ID and User ID and click on "Connect to PerfectView".
From now on you can use the link with PerfectView. 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.