Easily connect noCRM with Leadinfo. Once you connected the accounts you can share information with noCRM. Allowing you to have access to valuable insights of your website visits in noCRM!
Why Connect noCRM to Leadinfo
Before you set up the integration, let's dive deeper into what the benefits of connecting noCRM to Leadinfo. First and foremost, with the integration you can:
🔗 Link website visitors to existing companies within noCRM
🆕 Send a website visitor of as a new company within noCRM
This allows you to integrate the information from Leadinfo into your current sales flow.
How do I set up the noCRM integration?
To set up the integration of noCRM you need to create an API Key within noCRM.
Step 1: Log into noCRM and navigate to “Admin panel”. In this overview, move to 'API'
Step 2: Click on "create new API". Copy the new token that noCRM will create.
Step 3: Go to your Leadinfo account and navigate to “Settings”. From here, you need to select "noCRM" under “Integrations”. Paste the API token you copied and provide your domain.
To finish the connection click on "Connect with noCRM".
How do I connect companies from Leadinfo to noCRM?
No data is shared with noCRM until you connect a company. You can do this from the company profile in the inbox.
Step 1: Go to the company profile you want to connect.
Step 2: Click on the button "Link to noCRM" in the right corner.
Step 3: Connect the company to noCRM. Press the 'link with noCRM'
Step 4: You will immediately find the company as a lead in noCRM.
What information is shared?
When you create a new company from the inbox, Leadinfo will share the following information with noCRM:
Company domain name
- Number of employees
Good to know 📝 We never view the data of your CRM ourselves. The system only needs authorization, so Leadinfo can transfer the data to your CRM environment.