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