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title: Leadinfo Automation | Help Centre
description: Discover the possibilities of automation
---

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- [German](https://help.leadinfo.com/de/leadinfo-automatisierung)

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[![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/)

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- - [English](https://help.leadinfo.com/en/leadinfo-automation)
    - [Dutch](https://help.leadinfo.com/nl/leadinfo-automatisatie)
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1. [Help Centre](https://help.leadinfo.com/en)
2. [Leadinfo Automation](https://help.leadinfo.com/en/leadinfo-automation)

# Leadinfo Automation

 Discover the possibilities of automation

- [Optimise your Google Ads strategy with Leadinfo](https://help.leadinfo.com/en/optimise-google-ads-strategy)
- [Google Analytics Integration](https://help.leadinfo.com/en/google-analytics-integration)

## Triggers

- [How to set up triggers](https://help.leadinfo.com/en/how-to-set-up-triggers)
- [Trigger: Automate using provinces](https://help.leadinfo.com/en/trigger-automate-using-province)
- [Triggers: Trigger on region](https://help.leadinfo.com/en/trigger-on-region)
- [Triggers: Trigger on source](https://help.leadinfo.com/en/triggers-trigger-on-source)
- [Triggers: Trigger on deal stage](https://help.leadinfo.com/en/triggers-trigger-on-deal-stage)
- [Triggers: Assign tags retroactively](https://help.leadinfo.com/en/trigger-assign-tags-retroactively)
- [How can I tag customers who visit the website?](https://help.leadinfo.com/en/how-can-i-tag-customers-who-visit-the-website)
- [How can I trigger an action based on a tag?](https://help.leadinfo.com/en/how-can-i-trigger-an-action-based-on-a-tag)
- [Use triggers to create a custom lead score](https://help.leadinfo.com/en/use-triggers-to-create-a-leadscore)
- [Triggers - trigger on State](https://help.leadinfo.com/en/triggers-trigger-on-state)

See less ▼

## Reports

- [Receive an email when an interesting lead visits your website](https://help.leadinfo.com/en/receive-an-email-when-an-interesting-lead-visits-your-website)

## Liquid content

- [What is Liquid content?](https://help.leadinfo.com/en/what-is-liquid-content)
- [How does Liquid Content work?](https://help.leadinfo.com/en/how-does-liquid-content-work)
- [Examples of Liquid Content](https://help.leadinfo.com/en/examples-of-liquid-content)

## Persona

- [What is the Leadinfo Persona builder?](https://help.leadinfo.com/en/persona)

## SFTP

- [Accessing your data via SFTP](https://help.leadinfo.com/en/accessing-your-data-via-sftp)

- [Installing Leadinfo](https://help.leadinfo.com/en/installing-leadinfo#main-content)

    - [Starting your trial period at Leadinfo](https://help.leadinfo.com/en/installing-leadinfo#starting-your-trial-period-at-leadinfo)
    - [Add Leadinfo to your privacy statement](https://help.leadinfo.com/en/installing-leadinfo#add-leadinfo-to-your-privacy-statement)
    - [Leadinfo Tracking Code](https://help.leadinfo.com/en/installing-leadinfo#leadinfo-tracking-code)
    - [Ways to install Leadinfo](https://help.leadinfo.com/en/installing-leadinfo#ways-to-install-leadinfo)
- [Starting with Leadinfo](https://help.leadinfo.com/en/starting-with-leadinfo#main-content)

    - [Step 1: Give your colleagues access](https://help.leadinfo.com/en/starting-with-leadinfo#step-1-give-your-colleagues-access)
    - [Step 2: Organize your inbox](https://help.leadinfo.com/en/starting-with-leadinfo#step-2-organize-your-inbox)
    - [Step 3: Keep your inbox tidy by hiding certain companies](https://help.leadinfo.com/en/starting-with-leadinfo#step-3-keep-your-inbox-tidy-by-hiding-certain-companies)
    - [Step 4: Set up your email reports](https://help.leadinfo.com/en/starting-with-leadinfo#step-4-set-up-your-email-reports)
    - [Step 5: Set up your functions and integrations](https://help.leadinfo.com/en/starting-with-leadinfo#step-5-set-up-your-functions-and-integrations)
    - [Step 6: Secure Leadinfo with Two-Factor Authentication](https://help.leadinfo.com/en/starting-with-leadinfo#step-6-secure-leadinfo-with-two-factor-authentication)
- [Leadinfo Inbox](https://help.leadinfo.com/en/leadinfo-inbox#main-content)

    - [Tags](https://help.leadinfo.com/en/leadinfo-inbox#tags)
    - [Segments](https://help.leadinfo.com/en/leadinfo-inbox#segments)
    - [Company information](https://help.leadinfo.com/en/leadinfo-inbox#company-information)
- [Leadinfo Automation](https://help.leadinfo.com/en/leadinfo-automation#main-content)

    - [Triggers](https://help.leadinfo.com/en/leadinfo-automation#triggers)
    - [Reports](https://help.leadinfo.com/en/leadinfo-automation#reports)
    - [Liquid content](https://help.leadinfo.com/en/leadinfo-automation#liquid-content)
    - [Persona](https://help.leadinfo.com/en/leadinfo-automation#persona)
    - [SFTP](https://help.leadinfo.com/en/leadinfo-automation#sftp)
- [Integrations](https://help.leadinfo.com/en/integrations#main-content)

    - [General](https://help.leadinfo.com/en/integrations#general)
    - [Most used CRM integrations](https://help.leadinfo.com/en/integrations#most-used-crm-integrations)
    - [CRM integrations](https://help.leadinfo.com/en/integrations#crm-integrations)
    - [Communication](https://help.leadinfo.com/en/integrations#communication)
    - [Google](https://help.leadinfo.com/en/integrations#google)
    - [Ads](https://help.leadinfo.com/en/integrations#ads)
    - [Automation](https://help.leadinfo.com/en/integrations#automation)
    - [Analytics](https://help.leadinfo.com/en/integrations#analytics)
- [Leadinfo Autopilot](https://help.leadinfo.com/en/leadinfo-autopilot#main-content)

    - [General](https://help.leadinfo.com/en/leadinfo-autopilot#general)
    - [Campaigns](https://help.leadinfo.com/en/leadinfo-autopilot#campaigns)
    - [Contacts](https://help.leadinfo.com/en/leadinfo-autopilot#contacts)
    - [LinkedIn & Email Account information](https://help.leadinfo.com/en/leadinfo-autopilot#linkedin-email-account-information)
- [Leadinfo Leadbot](https://help.leadinfo.com/en/leadinfo-leadbot#main-content)

    - [Building a Leadbot](https://help.leadinfo.com/en/leadinfo-leadbot#building-a-leadbot)
    - [Editing a Leadbot](https://help.leadinfo.com/en/leadinfo-leadbot#editing-a-leadbot)
    - [Leadbot integrations](https://help.leadinfo.com/en/leadinfo-leadbot#leadbot-integrations)
    - [Leadbot Analytics](https://help.leadinfo.com/en/leadinfo-leadbot#leadbot-analytics)
    - [Leadbot Forms](https://help.leadinfo.com/en/leadinfo-leadbot#leadbot-forms)
    - [WhatsApp Business](https://help.leadinfo.com/en/leadinfo-leadbot#whatsapp-business)
    - [Leadbot submissions](https://help.leadinfo.com/en/leadinfo-leadbot#leadbot-submissions)
    - [Lead Gen Form](https://help.leadinfo.com/en/leadinfo-leadbot#lead-gen-form)
- [Leadinfo Analyses](https://help.leadinfo.com/en/leadinfo-analyses#main-content)

    - [Dashboard](https://help.leadinfo.com/en/leadinfo-analyses#dashboard)
    - [Export](https://help.leadinfo.com/en/leadinfo-analyses#export)
- [Tutorials and webinars](https://help.leadinfo.com/en/tutorials-and-webinars#main-content)

    - [Webinars](https://help.leadinfo.com/en/tutorials-and-webinars#webinars)
- [GDPR](https://help.leadinfo.com/en/gdpr)
- [Account](https://help.leadinfo.com/en/account)
- [Best practices](https://help.leadinfo.com/en/best-practices#main-content)

    - [Triggers](https://help.leadinfo.com/en/best-practices#triggers)
    - [Follow-up](https://help.leadinfo.com/en/best-practices#follow-up)
    - [Integrations](https://help.leadinfo.com/en/best-practices#integrations)
    - [Segments](https://help.leadinfo.com/en/best-practices#segments)
- [Persona Insights](https://help.leadinfo.com/en/persona-insights#main-content)

    - [Persona Insights](https://help.leadinfo.com/en/persona-insights#persona-insights)
    - [Form Tracking](https://help.leadinfo.com/en/persona-insights#form-tracking)
    - [Email Campaign Tracking](https://help.leadinfo.com/en/persona-insights#email-campaign-tracking)
- [FAQ](https://help.leadinfo.com/en/faq#main-content)

    - [General](https://help.leadinfo.com/en/faq#general)
    - [Portal](https://help.leadinfo.com/en/faq#portal)
    - [Recognition](https://help.leadinfo.com/en/faq#recognition)
    - [Integrations](https://help.leadinfo.com/en/faq#integrations)
    - [Invoices](https://help.leadinfo.com/en/faq#invoices)
    - [Cookie consent solutions](https://help.leadinfo.com/en/faq#cookie-consent-solutions)
    - [Leadbot](https://help.leadinfo.com/en/faq#leadbot)
    - [Autopilot](https://help.leadinfo.com/en/faq#autopilot)
    - [Persona Insights](https://help.leadinfo.com/en/faq#persona-insights)
- [Troubleshooting](https://help.leadinfo.com/en/troubleshooting#main-content)

    - [General](https://help.leadinfo.com/en/troubleshooting#general)
    - [Integrations](https://help.leadinfo.com/en/troubleshooting#integrations)
    - [Installation](https://help.leadinfo.com/en/troubleshooting#installation)
- [How does Leadinfo work?](https://help.leadinfo.com/en/how-does-leadinfo-work)

[![Leadinfo\_logo\_RGB\_Witte\_tekst-May-13-2023-10-03-08-9010-AM](https://help.leadinfo.com/hs-fs/hubfs/Leadinfo_logo_RGB_Witte_tekst-May-13-2023-10-03-08-9010-AM.png?width=200&height=41&name=Leadinfo_logo_RGB_Witte_tekst-May-13-2023-10-03-08-9010-AM.png "Leadinfo_logo_RGB_Witte_tekst-May-13-2023-10-03-08-9010-AM")](http://leadinfo.com)

Resources for Winners

[Terms & Conditions](https://www.leadinfo.com/en/eula/)  
                                                                                                                  [Privacy Policy](https://www.leadinfo.com/en/legal/privacy/)