Easily connect Leadinfo to your Nutshell environment within a few clicks
You can link Leadinfo with Nutshell, so your website visits are automatically synchronized. In Nutshell, a note then is added to the company. You will have insight into the website visits of your contacts there. In addition, you have the option in the Leadinfo portal to link the company profile of a website visitor in Nutshell to an existing company, or a new company.
In this article, we'll discuss:
- Why you should connect Nutshell to Leadinfo
- How to set up the integration
- How to automatically send leads to Nutshell
- How to manually send leads to Nutshell
- How to create deals & tasks in Nutshell
- What information is shared with Nutshell
Why Connect Nutshell to Leadinfo
Before you set up the integration, let's dive deeper into what the benefits of connecting Nutshell to Leadinfo. First and foremost, with the integration you can:
🆕 Create a new company in Nutshell
🔗 Link website visitors to existing companies within Nutshell
💻 View pages a company visits within Nutshell
💰 Create deals and connect them to a company within Nutshell
✅ Set up tasks for yourself or for colleagues within Nutshell
This all allows you to integrate the information from Leadinfo into your current sales flow.
Good to know 📝 When you connect a company, Leadinfo sends the most recent visit to HubSpot. Future visits are always shared.
How do I set up the Nutshell integration?
Step 1: Go to your Nutshell account and navigate to "connections" under "settings".
Step 2: From your settings menu, select “API Keys” and create a new API.
Step 3: Log into the Leadinfo portal and go to settings
Step 4: Under integrations, select "Nutshell".
Step 5: Enter your username and API key and click on "Connect to Nutshell".
Step 6: Once you've linked Nutshell to Leadinfo you can change the settings of the integration. Determine;
- If you want to automatically link your website visitors to companies in your CRM
- If you want to send over the website visits to your CRM as a note in the company profile
- In what language the notes need to be placed in
From now on, you can use the link with Nutshell. Still not working? Feel free to contact us!
How do I automatically send/connect leads to Nutshell
We will only send data to Nutshell when you have connected to a company. You can either connect a company manually or automatically. Follow the below steps to automatically send leads to Nutshell.
Step 1: Think about what companies you want to send to Nutshell. 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.
Good to know 📝: Leadinfo will check on several data point if a company already exists in your CRM. Data points such as domain, phone number, chamber of commerce number etc.
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 Nutshell?
No data is being shared with Nutshell 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 Nutshell" in the right corner.
Step 3: Connect the company to Nutshell. You can do this in two ways:
Step 3.a Does the company already have a profile in Nutshell? Search for the company you would like to connect it to and click on "Link".
Step 3.b Do you want to create a new company in Nutshell? Select the correct account manager, give the company a name (prefilled) and click on "Create and link".
Step 4: You will immediately find the company in Nutshell under "Accounts".
How to create deals and tasks from Leadinfo
Once you connect a company within Leadinfo to a company within Nutshell, you will find the associated deals and tasks of that company within Leadinfo. Stay up to date on the current tasks and deals of your website visitor, or create new ones straight from your Leadinfo inbox.
Creating a new deal
Click on "New deal" in the top right corner
Fill out the needed details in the pop-up, and click on "Save deal". A new deal will be created within your Nutshell environment.
Creating a task
To create a task, click on "New task" in the top right corner.
Fill out the needed details in the pop-up, and click on "Save task". A new task will be created within your Nutshell environment.
What information is shared when you create a new company?
When you create a new company from the inbox, Leadinfo will share the following information with Nutshell:
Company domain name
- Account manager
- Website visits