---
title: Mattermost integration
description: Easily connect Leadinfo to your Mattermost environment within a few clicks
---

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# Mattermost integration

## Easily connect Leadinfo to your Mattermost environment within a few clicks

Quickly share leads from Leadinfo with your colleagues in Mattermost by connecting your Mattermost account. Once you have connected your Mattermost Account, you can easily share a lead with a certain channel in Mattermost, or send it directly in a chat. Share the lead with your colleagues so that they can immediately act on it.

In this article, we'll discuss:

- [How to connect Mattermost to Leadinfo](https://help.leadinfo.com/en/mattermost-integration#How-to-connect)
- [How to share leads automatically to channels or users](https://help.leadinfo.com/en/mattermost-integration#Automatically-share-leads)
- [How to share leads manually to channels or user](https://help.leadinfo.com/en/mattermost-integration#manually)

 

#### **How to connect Mattermost to Leadinfo**

**Step 1:** Log in to the Leadinfo portal and go to settings.

**Step 2:** Under integrations, select “**Mattermost**” and click on “**Connect with Mattermost'.

Step 3:** Log in with your Mattermost data and give Leadinfo permission to access your Mattermost environment.

**Step 4:** Once you've set up the integration, you can decide:

- What information you would like to share in your message
- What channel or user should be the default
- What language the message should be in

To determine what information you would like to share, simply click on the button "**Columns**" 

 

![](https://help.leadinfo.com/hubfs/Group%20642-png.png)

 

And select in the pop-up what information should be included in the Mattermost message. This information applies to all messages send from Leadinfo to Mattermost. 

 

**![](https://help.leadinfo.com/hs-fs/hubfs/Screenshot%202022-01-14%20at%2010-02%201-png.png?width=500&name=Screenshot%202022-01-14%20at%2010-02%201-png.png)**

And that's it. You have successfully connected Mattermost to your Leadinfo account. Please note that Leadinfo will not share any data until you share messages manually or automatically to Mattermost. 

 

#### How do I automatically share leads to channels or users?

**Step 1:** Think about what companies you want to send to Mattermost. You can use these questions to get a clear view on what companies are interesting for you.

- **What company characteristics does an interesting company have?**   
  Do you focus on specific branches or specific sizes?
- **What kind of behaviour do they need to show?**  
  Think about the number of pages, or what pages an interesting company needs to visit.

**Step 2:** Based on the questions in step 1 you can start setting up your trigger. Navigate to “**Triggers**” and create a new trigger.

**Step 3:** Determine the rules a company needs to meet in order to be sent over to Mattermost. In the example below we only want to send over companies from the UK, with more than 5 employees and who have visited our pricing page.

![](https://help.leadinfo.com/hs-fs/hubfs/Screenshot%202021-12-02%20at%2012-02-27-png%201%20(1)-png.png?width=592&name=Screenshot%202021-12-02%20at%2012-02-27-png%201%20(1)-png.png)

**Step 4:** Under “**Action**” select Mattermost and determine what you want to do:

- In what channel or to which users you want to send the message to
- In what language you want to send the message
- How often you'd like to send the message per unique company

**Step 5:** Make sure you save the trigger by switching the toggle in the top right corner and click “**Save**”.

 

![](https://help.leadinfo.com/hs-fs/hubfs/Schermafbeelding%202022-03-31%20om%2014-08%201-png.png?width=592&name=Schermafbeelding%202022-03-31%20om%2014-08%201-png.png)

 

#### How do I manually share leads to channels or users in Mattermost?

**Step 1:** First go to the company profile you want to share on Mattermost.

**Step 2:** Click on the button "**Share on Mattermost**" in the top right corner. It will now share the company to your default channel you have set up.

 

![](https://help.leadinfo.com/hubfs/Group%20644-png.png)

**Step 3:** Click on the dropdown to select a different channel or user to send the message to. 

![](https://help.leadinfo.com/hubfs/Group%20645-png.png)

**Step 4:** Once you've sent over the company, you will find the message in the channel or the user will find the message in Mattermost. 

![](https://help.leadinfo.com/hubfs/Schermafbeelding%202022-03-31%20om%2014-44%201-png.png)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

[![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)

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