Mokapen CRM Integration

Easily connect Leadinfo to your Mokapen environment within a few clicks

Gain access to valuable Leadinfo data within your CRM system. You can easily set up the Mokapen integration within your Leadinfo account. Once you've set up the integration you can share data from Leadinfo to Mokapen. 

 

In this article, we'll discuss:

• Why you should connect Mokapen to Leadinfo
• How to set up the integration
• How to automatically send leads to Mokapen
• How to manually send leads to Mokapen 

 

Why Connect Mokapen to Leadinfo

Before you set up the integration, let's dive deeper into what the benefits of connecting Mokapen to Leadinfo. First and foremost, with the integration you can:

🆕  Create a new company in Mokapen

🔗  Link website visitors to existing companies within Mokapen

This allows you to integrate the information from Leadinfo into your current sales flow. 

 

How do I set up the Mokapen integration?

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

Step 2: Under integrations, select “Mokapen”.

Step 3: Click on "Connect to Mokapen".

Step 4: Login with your Mokapen data and give Leadinfo permission to access your Mokapen environment.

 

Step 5: Once you've linked Mokapen to Leadinfo you can change the settings of the integration. Determine;

• What fields you want to send to Mokapen. Click here to learn more on how to set up these fields. 

 

How do I automatically send/connect leads to Mokapen

We will only send data to Mokapen when you have connected a company. You can either connect a company manually or automatically. Follow the below steps to automatically send leads to Mokapen.

Step 1: Think about what companies you want to send to Mokapen. 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 toy our CRM. 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.

Step 4: Under "Action" select the CRM system you've installed in step 1 and determine what you want to do:

• Create new companies - Leadinfo will immediately create a new company within your CRM system.
• Connect with existing companies - Leadinfo will only connect the website visitors to an existing company within your CRM
• Create new or connect with existing companies  - Leadinfo will either create a new company or, if the company already exists, connect the company to the existing company within your CRM. 
  
  
  

 

Step 5: Select who should be the company owner within your CRM system and enable the action. 

 

Step 6: Make sure you save the trigger by switching the toggle in the top right corner and click “Save”.

For example, say we want to create a new company when it is a new lead or connect the company to an existing company within your CRM. By doing so, the future website visits will be shared as. note within your CRM system. 

 

 

How do I Manually connect leads from Leadinfo to Mokapen?

Step 1: First go to the company profile you want to connect.

Step 2: Click on the button "Link to Mokapen" in the right corner.

Step 3: Connect the company to Mokapen. You can do this in two ways:

Step 3a: Does the company already have a profile in Mokapen? Search for the company you would like to connect it to and click on "Connect".

Step 3b: Do you want to create a new company in Mokapen? Select the correct account owner, give the company a name (prefilled) and click on "Create and link".

Step 4: You will immediately find the company in Mokapen.