---
title: How to connect Leadinfo to Microsoft Power Automate
description: Start a Power Automate flow whenever Leadinfo identifies or shares a company or contact
---

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# How to connect Leadinfo to Microsoft Power Automate

## Start a Power Automate flow whenever Leadinfo identifies or shares a company or contact

Knowing which companies visit your website only helps when your team acts on it, in the tools you already use. With the Leadinfo connector for Microsoft Power Automate, every company or contact that Leadinfo identifies, or that you share, can start a flow in Microsoft 365 in real time. For example, you can post a message in Microsoft Teams when a target account visits your pricing page, or create a record in Dynamics 365 or SharePoint.

**Please note:** The Microsoft Power Automate integration is only available in the Scale and Pro packages. If the feature is not included in your current package and you wish to use it, upgrade your account in the [Leadinfo portal](https://portal.leadinfo.com/).

In this article, we'll discuss:

- [What you need before you start](https://help.leadinfo.com/en/microsoft-power-automate-integration#before-you-start)
- [How to connect Leadinfo to Power Automate](https://help.leadinfo.com/en/microsoft-power-automate-integration#set-up)
- [Which triggers you can use](https://help.leadinfo.com/en/microsoft-power-automate-integration#triggers)
- [What data is sent to Power Automate](https://help.leadinfo.com/en/microsoft-power-automate-integration#data-sent)
- [What the integration doesn't do (yet)](https://help.leadinfo.com/en/microsoft-power-automate-integration#limitations)
- [Troubleshooting](https://help.leadinfo.com/en/microsoft-power-automate-integration#troubleshooting)

#### What do I need before I start?

- A Leadinfo Scale or Pro package.
- A Microsoft Power Automate licence that includes **premium connectors**. Not sure? Ask your Microsoft 365 administrator.

#### How do I connect Leadinfo to Power Automate?

**Step 1:** In Power Automate, click "**Create**" and choose "**Create from blank**".

*![mspowerautomate1](https://help.leadinfo.com/hs-fs/hubfs/mspowerautomate1.png?width=458&height=330&name=mspowerautomate1.png)*

**Step 2:** Search for "**Leadinfo**" and choose the trigger you need (see [the table below](https://help.leadinfo.com/en/microsoft-power-automate-integration#triggers)).

*![mspowerautomate2](https://help.leadinfo.com/hs-fs/hubfs/mspowerautomate2.png?width=670&height=346&name=mspowerautomate2.png)*

*![mspowerautomate3-1](https://help.leadinfo.com/hs-fs/hubfs/mspowerautomate3-1.png?width=508&height=187&name=mspowerautomate3-1.png)*

**Step 3:** When asked, sign in with your Leadinfo account and approve access. There is no API key to copy.

*![mspowerautomate4](https://help.leadinfo.com/hs-fs/hubfs/mspowerautomate4.png?width=670&height=305&name=mspowerautomate4.png)*

*![mspowerautomate5](https://help.leadinfo.com/hs-fs/hubfs/mspowerautomate5.png?width=303&height=386&name=mspowerautomate5.png)*

**Step 4:** Using "**When a company is identified**" or "**When a contact is identified**"? In Leadinfo, set up a trigger that sends to Power Automate.

**Please note:** Contact push is only available in the **Pro** package. Find out more information on how the contact push works[here.](https://help.leadinfo.com/en/contact-push?hsLang=en)

**Step 5:** Add the next steps of your flow, for example "**Post message in a chat or channel**" in Microsoft Teams, and choose which Leadinfo fields to use.

**Step 6:** Save the flow. To check that it works, share a company from your Leadinfo inbox to Power Automate and open the flow's "**run history**".

#### Which triggers can I use?

| **Trigger in Power Automate** | **Starts your flow when** |
| --- | --- |
| When a company is identified | a company matches one of your Leadinfo triggers |
| When company data is shared | you or a colleague share a company to Power Automate |
| When a contact is identified | contacts are found at a company that matches your Leadinfo contact trigger |
| When a contact is shared | you or a colleague share a contact to Power Automate |

#### What data is sent to Power Automate?

Each trigger sends the full company profile: company details, address, industry codes, Chamber of Commerce and VAT number, company size, social profiles, your tags and comment, a link to the company in Leadinfo, and website behaviour (traffic source, campaign, pages viewed, time on site, number of visits and sessions).

The contact triggers add each contact's name, email address, job title, country, social profiles and phone number. The "identified" triggers also tell you which Leadinfo trigger matched.

Data is sent the moment the event happens. When you turn a flow off or delete it, Leadinfo stops sending data to it.

**Good to know 📝** "When a contact is identified" can return several contacts at once. Use "**Apply to each**" in Power Automate to handle them one by one.

#### Troubleshooting

| **Problem** | **Likely cause** | **What to do** |
| --- | --- | --- |
| I can't find the Leadinfo connector | Your licence doesn't include premium connectors | Ask your Microsoft 365 administrator |
| My flow never runs | No Leadinfo trigger sends to Power Automate, or the flow is turned off | Check your Leadinfo trigger and that the flow is on |
| Some fields are empty | Leadinfo has no data for that field for this company | No action needed. Contact support if a field is empty for every company |
| Only the first contact is used | "When a contact is identified" returns a list | Add an "Apply to each" step |
| A later step fails (for example Teams) | The settings of that Microsoft step | Check that step's error in the run history |

- [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)
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    - [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)
    - [Tags & Segments](https://help.leadinfo.com/en/see-whos-visiting?hsLang=en#tags-segments)
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- [Sales & Follow Up](https://help.leadinfo.com/en/sales-follow-up?hsLang=en#main-content)

    - [Follow-up Best Practices](https://help.leadinfo.com/en/sales-follow-up?hsLang=en#follow-up-best-practices)
    - [Find the Right Contacts](https://help.leadinfo.com/en/sales-follow-up?hsLang=en#find-the-right-contacts)
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- [Capture Leads with Leadbot](https://help.leadinfo.com/en/capture-leads-with-leadbot?hsLang=en#main-content)

    - [Getting Started with the Leadbot](https://help.leadinfo.com/en/capture-leads-with-leadbot?hsLang=en#getting-started-with-the-leadbot)
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    - [Forms & LeadGen Form](https://help.leadinfo.com/en/capture-leads-with-leadbot?hsLang=en#forms-leadgen-form)
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    - [Submissions & Notifications](https://help.leadinfo.com/en/capture-leads-with-leadbot?hsLang=en#submissions-notifications)
    - [Leadbot integrations](https://help.leadinfo.com/en/capture-leads-with-leadbot?hsLang=en#leadbot-integrations)
    - [Leadbot Analytics](https://help.leadinfo.com/en/capture-leads-with-leadbot?hsLang=en#leadbot-analytics)
- [Manage Your Leadinfo Account](https://help.leadinfo.com/en/manage-your-leadinfo-account?hsLang=en#main-content)

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