Automatically link your website visitors to companies in your CRM

Easily connect known website visitors to the right company in your CRM system.

Once you've set up your integration, you can automatically link website visitors to companies in your CRM. Here's how it works.

Leadinfo checks on different data points to see if a website visitor is already live in your CRM. If those data points are a 100% match, Leadinfo will automatically link these companies. 


It's up to you whether you want this done automatically or not. 

The benefits of automatic linking


Before you set up automatic linking, let's dive deeper into what the benefits of automatically connecting your website visitors to your CRM. 


🕵️‍♀️ No need for a manual search in your CRM

💻 Future website visits of the company will be shared as note within your CRM*

 

Please note:  Fieldmapping does not apply to all CRM integration yet.  Consult the help article of the CRM system you're using, to see what information is sent over. 

 

How to set up automatic linking

Automatic linking is set up in a few clicks. Simple follow the steps below to get started.

Step 1: Navigate to "Settings" and select your CRM integration the left side

 

Step 2: Link your CRM integration. You will then see an overview of extra integration settings.

 

Step 3: Set "Automatically link recognised companies found in CRM" to Yes. 

 


And that's it. Leadinfo will now automatically link your website visitors to the right company in your CRM. 

 

Leadinfo tip 💡Use triggers to determine yourself which companies you wish to connect. Read more on how to send leads to your CRM here