You can link Leadinfo with Insightly, so your website visits are automatically synchronised. In Insightly, a note then is added to the 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 Insightly to an existing company, or a new company.
Set up Insightly integration:
- Log into the Leadinfo portal and go to settings.
- Under integrations select "Insightly".
- Enter your API key and click on "Connect to Insightly".
From now on you can use the link with Insightly. Still not working? Feel free to contact us!