--- title: How to connect your CRM to Leadinfo description: Connect your CRM to Leadinfo in a few steps, with the details you need for each CRM --- [Skip to content](https://help.leadinfo.com/en/connect-your-crm#main-content) English Show submenu for translations [![Leadinfo\_logo\_RGB\_Witte\_tekst-3.png\]](https://help.leadinfo.com/hs-fs/hubfs/Leadinfo_logo_RGB_Witte_tekst-3.png?width=135&height=28&name=Leadinfo_logo_RGB_Witte_tekst-3.png)](https://help.leadinfo.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations Hi 👋 How can we help? - There are no suggestions because the search field is empty. 1. [Help Centre](https://help.leadinfo.com/en?hsLang=en) 2. [CRM Integrations](https://help.leadinfo.com/en/crm-integrations?hsLang=en) 3. [All Other CRMs](https://help.leadinfo.com/en/crm-integrations?hsLang=en#all-other-crms) # How to connect your CRM to Leadinfo ## Connect your CRM in a few steps, with the details you need for each CRM Connect Leadinfo to your CRM, so the companies that visit your website end up where your sales team works. Leadinfo creates new companies or links visitors to companies already in your CRM, and adds their website visits as notes. In many CRMs, you can also create deals and tasks straight from your Leadinfo inbox. **Please note:** Sending companies to your CRM automatically with triggers is available in the Scale and Pro packages. **Using one of our most used CRMs?** Follow the full guide for [HubSpot](https://help.leadinfo.com/en/hubspot-crm-integration?hsLang=en), [Salesforce](https://help.leadinfo.com/en/salesforce-integration?hsLang=en), [Microsoft Dynamics 365](https://help.leadinfo.com/en/microsoft-dynamics-365-integration?hsLang=en), [Pipedrive](https://help.leadinfo.com/en/pipedrive-integration?hsLang=en) or [Teamleader Focus](https://help.leadinfo.com/en/teamleader-integration?hsLang=en). In this article, we'll discuss: - [Which CRMs you can connect](https://help.leadinfo.com/en/connect-your-crm#overview) - [How to connect your CRM](https://help.leadinfo.com/en/connect-your-crm#connect) - [How to automatically send companies to your CRM](https://help.leadinfo.com/en/connect-your-crm#send-automatically) - [How to manually send companies to your CRM](https://help.leadinfo.com/en/connect-your-crm#send-manually) - [How to create deals and tasks](https://help.leadinfo.com/en/connect-your-crm#deals-tasks) - [What you need for each CRM](https://help.leadinfo.com/en/connect-your-crm#crm-details) - [What to do if your CRM isn't listed](https://help.leadinfo.com/en/connect-your-crm#not-listed) #### Which CRMs can I connect? [A](https://help.leadinfo.com/en/connect-your-crm#act-integration) · [C](https://help.leadinfo.com/en/connect-your-crm#cas-crm-integration) · [D](https://help.leadinfo.com/en/connect-your-crm#daylite-integration) · [E](https://help.leadinfo.com/en/connect-your-crm#engagebay-integration) · [F](https://help.leadinfo.com/en/connect-your-crm#freshsales-integration) · [G](https://help.leadinfo.com/en/connect-your-crm#gripp-integration) · [I](https://help.leadinfo.com/en/connect-your-crm#insightly-integration) · [L](https://help.leadinfo.com/en/connect-your-crm#less-annoying-crm-integration) · [M](https://help.leadinfo.com/en/connect-your-crm#maximizer-integration) · [N](https://help.leadinfo.com/en/connect-your-crm#no-crm) · [O](https://help.leadinfo.com/en/connect-your-crm#odoo-integration) · [P](https://help.leadinfo.com/en/connect-your-crm#perfectview-integration) · [R](https://help.leadinfo.com/en/connect-your-crm#really-simple-systems-integration) · [S](https://help.leadinfo.com/en/connect-your-crm#salesloft-integration) · [T](https://help.leadinfo.com/en/connect-your-crm#teamleader-orbit-integration) · [U](https://help.leadinfo.com/en/connect-your-crm#upsales-integration) · [V](https://help.leadinfo.com/en/connect-your-crm#vtiger-integration) · [W](https://help.leadinfo.com/en/connect-your-crm#web-crm-integration) · [Z](https://help.leadinfo.com/en/connect-your-crm#zendesk-sell-integration) Click a CRM to jump to the details you need to connect it. | **CRM** | **How you connect** | **Create deals** | **Create tasks** | | --- | --- | --- | --- | | [Act!](https://help.leadinfo.com/en/connect-your-crm#act-integration) | Username and password | – | ✓ | | [ActiveCampaign](https://help.leadinfo.com/en/connect-your-crm#activecampaign-integration) | API key | ✓ | ✓ | | [Archie](https://help.leadinfo.com/en/connect-your-crm#archie-integration) | Username and password | – | – | | [CAS CRM](https://help.leadinfo.com/en/connect-your-crm#cas-crm-integration) | Username and password | ✓ | ✓ | | [Capsule](https://help.leadinfo.com/en/connect-your-crm#capsule-crm-integration) | Log in | ✓ | ✓ | | [CentralStationCRM](https://help.leadinfo.com/en/connect-your-crm#centralstation-crm-integration) | API key | ✓ | – | | [Close](https://help.leadinfo.com/en/connect-your-crm#close.io-integration) | API key | ✓ | ✓ | | [Copper](https://help.leadinfo.com/en/connect-your-crm#copper-integration) | API key | ✓ | ✓ | | [Creatio](https://help.leadinfo.com/en/connect-your-crm#creatio-integration) | Username and password | ✓ | ✓ | | [Daylite](https://help.leadinfo.com/en/connect-your-crm#daylite-integration) | Log in | ✓ | ✓ | | [EngageBay](https://help.leadinfo.com/en/connect-your-crm#engagebay-integration) | API key | ✓ | ✓ | | [Freshsales](https://help.leadinfo.com/en/connect-your-crm#freshsales-integration) | API key | – | – | | [Freshworks](https://help.leadinfo.com/en/connect-your-crm#freshworks-integration) | API key | ✓ | – | | [Gripp](https://help.leadinfo.com/en/connect-your-crm#gripp-integration) | API key | ✓ | ✓ | | [Insightly](https://help.leadinfo.com/en/connect-your-crm#insightly-integration) | API key | ✓ | ✓ | | [Less Annoying CRM](https://help.leadinfo.com/en/connect-your-crm#less-annoying-crm-integration) | API key and User Code | – | ✓ | | [Lime CRM](https://help.leadinfo.com/en/connect-your-crm#lime-crm-integration) | API key | – | – | | [Maximizer](https://help.leadinfo.com/en/connect-your-crm#maximizer-integration) | Username and password | – | – | | [noCRM](https://help.leadinfo.com/en/connect-your-crm#no-crm) | API key | – | – | | [Nimble](https://help.leadinfo.com/en/connect-your-crm#nimble-integration) | API key | ✓ | ✓ | | [Nutshell](https://help.leadinfo.com/en/connect-your-crm#nutshell-integration) | API key | ✓ | ✓ | | [Odoo](https://help.leadinfo.com/en/connect-your-crm#odoo-integration) | API key | ✓ | – | | [PerfectView](https://help.leadinfo.com/en/connect-your-crm#perfectview-integration) | API key | – | – | | [Really Simple Systems](https://help.leadinfo.com/en/connect-your-crm#really-simple-systems-integration) | API key | – | – | | [Salesloft](https://help.leadinfo.com/en/connect-your-crm#salesloft-integration) | Log in | – | ✓ | | [SharpSpring](https://help.leadinfo.com/en/connect-your-crm#sharpspring-integration) | API key | – | – | | [Simplicate](https://help.leadinfo.com/en/connect-your-crm#simplicate-integration) | API key | ✓ | – | | [SugarCRM](https://help.leadinfo.com/en/connect-your-crm#sugarcrm-integration) | Username and password | – | ✓ | | [SuiteCRM](https://help.leadinfo.com/en/connect-your-crm#suitecrm) | API key | ✓ | ✓ | | [SuperOffice](https://help.leadinfo.com/en/connect-your-crm#superoffice-integration) | Log in | – | – | | [Teamleader Orbit](https://help.leadinfo.com/en/connect-your-crm#teamleader-orbit-integration) | Log in | ✓ | – | | [Tribe CRM](https://help.leadinfo.com/en/connect-your-crm#tribe-integration) | Log in | – | ✓ | | [Upsales](https://help.leadinfo.com/en/connect-your-crm#upsales-integration) | API key | – | ✓ | | [Vtiger](https://help.leadinfo.com/en/connect-your-crm#vtiger-integration) | API key | ✓ | – | | [webCRM](https://help.leadinfo.com/en/connect-your-crm#web-crm-integration) | API key | ✓ | ✓ | | [Weclapp](https://help.leadinfo.com/en/connect-your-crm#weclapp-integration) | API key | ✓ | ✓ | | [Zendesk Sell](https://help.leadinfo.com/en/connect-your-crm#zendesk-sell-integration) | Log in | ✓ | ✓ | | [Zoho](https://help.leadinfo.com/en/connect-your-crm#zoho-integration) | Log in | – | ✓ | #### How do I connect my CRM? Connecting works the same way for every CRM. Only the details you need in step 3 are different. **Step 1:** Log in to the Leadinfo portal and go to "**Integrations**". **Step 2:** Select your CRM, and click **"Install"**. *![integrations-1](https://help.leadinfo.com/hs-fs/hubfs/integrations-1.png?width=670&height=332&name=integrations-1.png)* **Step 3:** Connect your CRM: - **Log in:** click "**Connect**", log in with your CRM account and give Leadinfo permission to access it. - **API key, or username and password:** enter the details from [What you need for each CRM](https://help.leadinfo.com/en/connect-your-crm#crm-details) and click "**Connect**". *![integrationsinstall](https://help.leadinfo.com/hs-fs/hubfs/integrationsinstall.png?width=670&height=275&name=integrationsinstall.png)* **Step 4:** Choose your settings: - whether Leadinfo automatically links your website visitors to companies in your CRM - whether website visits are added to the company in your CRM as a note - which language the notes are written in - which fields are sent to your CRM. Read more about [field mapping](https://help.leadinfo.com/en/field-mapping?hsLang=en). **Good to know 📝** Use an account with admin rights in your CRM. When you connect a company, Leadinfo sends its most recent visit to your CRM. Future visits are always shared. #### How do I automatically send companies to my CRM? Leadinfo only sends data to your CRM once a company is connected. With a trigger, interesting companies are connected automatically. **Step 1:** In Leadinfo, go to "**Triggers**" and create a new trigger. **Step 2:** Set the rules a company needs to meet. For example: companies from your country, with more than 5 employees, that visited your pricing page. **Step 3:** Under "**Action**", select your CRM and choose what Leadinfo should do: - **Create new companies:** Leadinfo creates a new company in your CRM. - **Connect with existing companies:** Leadinfo only links visitors to companies already in your CRM. - **Create new or connect with existing companies:** Leadinfo links the company if it already exists, and creates it if it doesn't. **Step 4:** Select the company owner in your CRM and enable the action. **Step 5:** Switch on the trigger in the top right corner and click "**Save**". *![CRMtrigger](https://help.leadinfo.com/hs-fs/hubfs/CRMtrigger.png?width=421&height=346&name=CRMtrigger.png)* **Good to know 📝** Leadinfo checks whether a company already exists in your CRM using data such as domain, phone number and Chamber of Commerce number. Read [how matching with your CRM works](https://help.leadinfo.com/en/faq-how-does-the-matching-with-a-crm-work?hsLang=en). #### How do I manually send companies to my CRM? **Step 1:** Open the company profile in your Leadinfo inbox. **Step 2:** Click "**Actions**" and select "**Link with \[your CRM\]**". **Step 3:** Is the company already in your CRM? Search for it and click "**Link**". Is it a new company? Select the owner, check the name and click "**Create and link**". *![crmmanuallink](https://help.leadinfo.com/hs-fs/hubfs/crmmanuallink.png?width=412&height=247&name=crmmanuallink.png)* Using noCRM? It works a little differently: you share the company to a channel or user. See [noCRM](https://help.leadinfo.com/en/connect-your-crm#no-crm). #### How do I create deals and tasks? Once a company is connected, you see its deals and tasks from your CRM in Leadinfo. You can also create new ones straight from your inbox. Check [the table above](https://help.leadinfo.com/en/connect-your-crm#overview) to see which CRMs support deals and tasks. **Step 1:** Open the connected company in your Leadinfo inbox. **Step 2:** Open the "**CRM**" tab in the company profile and click "**New deal**" or "**New task**". **Step 3:** Fill in the details and click "**Save deal**" or "**Save task**". It's created in your CRM straight away. #### What do I need for each CRM? **CRMs you connect by logging in** For these CRMs, you only need to click "**Connect**" and log in with your CRM account: Capsule, Daylite, Salesloft, SuperOffice, Teamleader Orbit, Tribe CRM, Zendesk Sell, Zoho. **CRMs you connect with an API key, or username and password** **Act!** - **What you need:** API domain, username, password and database - **Where to find it:** You'll find the API domain on your Act! API documentation page: it's the part of the URL up to "-Api". [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **ActiveCampaign** - **What you need:** API URL and API key - **Where to find it:** In ActiveCampaign, go to "**Settings**" \> "**Developer**" and copy the API access details. [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **Archie** - **What you need:** Username, password and API Access URL - **Where to find it:** The API Access URL is the URL you use to log in to Archie. [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **CAS CRM** - **What you need:** Database, username, password and domain name - **Where to find it:** Ask your CRM administrator or CAS partner for these details. Add https:// in front of the domain name, and use an account with the right user rights. [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **CentralStationCRM** - **What you need:** API key and domain name - **Where to find it:** In CentralStationCRM, go to "**Account settings**" \> "**Manage external applications (API)**" and create a new token. Your domain name is the address you use to log in, for example yourcompany.centralstationcrm.net. [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **Close** - **What you need:** API key - **Where to find it:** In Close, go to "**Settings**" \> "**Integrations**" \> "**API Keys**" and click "**+ New API Key**". Copy the key straight away: Close only shows it once. [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **Copper** - **What you need:** API key - **Where to find it:** In Copper, go to "**Settings**" \> "**Integrations**" \> "**API Keys**". [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **Creatio** - **What you need:** Domain, username and password - **Where to find it:** Your domain looks like https://yourcompany-crm-bundle.creatio.com. [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **EngageBay** - **What you need:** REST API key - **Where to find it:** In EngageBay, open "**Account settings**" (top right) \> "**API & Tracking Code**" and copy the REST API key. [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **Freshsales** - **What you need:** Domain name and API key - **Where to find it:** Your domain name is the URL you use to log in to Freshsales. Used Freshworks before? Then use that URL. [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **Freshworks** - **What you need:** Domain name and API key - **Where to find it:** In Freshworks, go to "**Settings**" \> "**API Settings**". [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **Gripp** - **What you need:** API key - **Where to find it:** Create a new API key in Gripp and select the fields Leadinfo needs to read and write. [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **Insightly** - **What you need:** API key - **Where to find it:** In Insightly, go to "**User Settings**". [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **Less Annoying CRM** - **What you need:** API key and User Code - **Where to find it:** In Less Annoying CRM, go to "**Settings**" \> "**Additional Features**" \> "**Programmer API**" and click "**Create a new API Key**". Give it access to Read, Create, Edit and Delete. You'll find your User Code in the same "**Programmer API**" menu. [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **Lime CRM** - **What you need:** Domain, app name and API key - **Where to find it:** Ask your Lime CRM administrator for these details. [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **Maximizer** - **What you need:** Database, username, password, vendor ID, app key and database alias - **Where to find it:** Your username and password are the ones you use to log in to Maximizer. You'll find the other details in your Maximizer environment. [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **noCRM** - **What you need:** API token and domain name - **Where to find it:** In noCRM, go to "**Admin panel**" \> "**API**" and click "**Create new API**". - **How it works:** noCRM works differently from the other CRMs. It works with leads, so Leadinfo creates or links leads instead of companies. To send a company by hand, click "**Actions**", select "**Share on noCRM**" and choose the channel or user to share it with. [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **Nimble** - **What you need:** API token and domain name - **Where to find it:** In Nimble, go to "**Settings**" \> "**API Token**" and click "**Generate New Token**". [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **Nutshell** - **What you need:** Username and API key - **Where to find it:** In Nutshell, go to "**Settings**" \> "**Connections**" \> "**API Keys**" and create a new key. [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **Odoo** - **What you need:** Database, environment URL and API key - **Where to find it:** You'll find your database in Odoo under "**My databases**" (top right). Your environment URL is usually yourcompany.odoo.com. Don't have a specific database? Enter "odoo". You'll find the API key under "**My Profile**" \> "**Account Security**". [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **PerfectView** - **What you need:** API key, database ID and user ID - **Where to find it:** Before you connect, go to PerfectView "**Settings**" \> "**Application**" \> "**Tabs**" and turn on "**Register extra info with relations**". [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **Really Simple Systems** - **What you need:** API key - **Where to find it:** In Really Simple Systems, go to "**Settings**" \> "**Integrations**" \> "**API V4**" \> "**Manage your API keys and alerts**" \> "**Generate new key**" and select a user. [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **SharpSpring** - **What you need:** Account ID and secret key - **Where to find it:** In SharpSpring, click the user menu \> "**Settings**" \> "**API Settings**". [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **Simplicate** - **What you need:** Domain name, API key and API secret - **Where to find it:** In Simplicate, go to "**Settings**" \> "**Account**" \> "**API**". Is the overview empty? Create a new API key and secret. [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **SugarCRM** - **What you need:** Domain, username and password - **Where to find it:** The domain is the web address you use to login to your CRM. The username and password are your typical login details for your CRM. [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **SuiteCRM** - **What you need:** API Access URL, Client ID and Client Secret - **Where to find it:** In SuiteCRM, go to "**Admin**" \> "**Users & Authentication**" \> "**OAuth2 Clients and Tokens**". You can only see the Client Secret when you create it. [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **Upsales** - **What you need:** API key - **Where to find it:** Create an API key in your Upsales settings and copy it straight away: you can only copy it when you create it. [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **Vtiger** - **What you need:** Username and access key - **Where to find it:** In Vtiger, go to "**Settings**" \> "**My preferences**". [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **webCRM** - **What you need:** API key - **Where to find it:** In webCRM, go to "**Settings**" \> "**Integrations**" \> "**API**" and click the plus sign. Name it "Leadinfo", give read and write rights to Companies, Activities and Relations, save and copy the key. In Leadinfo, paste it in the "**API Key**" field. [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) **Weclapp** - **What you need:** API token and domain - **Where to find it:** In Weclapp, go to "**My settings**" \> "**API token**" and click "**+ Add new API token**". Your domain is the part of your login URL before weclapp.com. [↑ Back to overview](https://help.leadinfo.com/en/connect-your-crm#overview) #### My CRM isn't listed. What can I do? You can still send your Leadinfo data to your CRM through an automation tool. Connect Leadinfo to [Zapier](https://help.leadinfo.com/en/integration-with-zapier?hsLang=en), [Make](https://help.leadinfo.com/en/make-integration?hsLang=en) or [n8n](https://help.leadinfo.com/en/n8n-integration?hsLang=en), and from there to thousands of other apps. Read more in [How to send Leadinfo data to other systems](https://help.leadinfo.com/en/send-leadinfo-data-to-other-systems?hsLang=en). Something not working? Contact us at [support@leadinfo.com](mailto:support@leadinfo.com). - [Getting Started](https://help.leadinfo.com/en/getting-started?hsLang=en#main-content) - [How Leadinfo works](https://help.leadinfo.com/en/getting-started?hsLang=en#how-leadinfo-works) - [Quick Start Guide](https://help.leadinfo.com/en/getting-started?hsLang=en#quick-start-guide) - [Privacy Statement & Cookie Banner](https://help.leadinfo.com/en/getting-started?hsLang=en#privacy-statement-cookie-banner) - [Check your installation](https://help.leadinfo.com/en/getting-started?hsLang=en#check-your-installation) - [Your first steps](https://help.leadinfo.com/en/getting-started?hsLang=en#your-first-steps) - [See Who’s Visiting](https://help.leadinfo.com/en/see-whos-visiting?hsLang=en#main-content) - [How company recognition works](https://help.leadinfo.com/en/see-whos-visiting?hsLang=en#how-company-recognition-works) - [Your Inbox & Company Profiles](https://help.leadinfo.com/en/see-whos-visiting?hsLang=en#your-inbox-company-profiles) - 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