In the Leadinfo portal you have the option to link the company profile of a website visitor in Creatio to an existing company, or a new company. When you made the connection you can manually send the company profile to Creatio or automate it by using triggers.
Set up Creatio integration:
- Log into the Leadinfo portal and go to settings.
- Under integrations select "Creatio".
- Enter your domain (https://######-crm-bundle.creatio.com), username and password and click on "Connect to Creatio".
From now on you can send info from Leadinfo to Creatio. Do you have any trouble with connecting Creatio to Leadinfo? Feel free to contact us!