You can link Leadinfo with Salesforce, so your website visits are automatically synchronised with Salesforce. In Salesforce, a note then is added to the contact/company. You also 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 Salesforce to an existing company, or a new company.
Set up Salesforce integration:
- Log in to the Leadinfo portal and go to settings.
- Under integrations, select "Salesforce".
- Click on "Connect to Salesforce".
- Log in with your Salesforce data and give Leadinfo permission to access your Salesforce environment. Note that you do use the administrator account to set up the link, otherwise it will not work completely.
From now on you can use the link with Salesforce. 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 that Leadinfo can transfer the data to your CRM environment.