Easily connect Leadinfo to Really Simple Systems by setting up the integration! With this integration, you can create new companies from your Leadinfo inbox and send valuable insights to Really Simple Systems. Giving you access to Leadinfo data in Really Simple Systems.
Why Connect Really Simple Systems to Leadinfo
Before you set up the integration, let's dive deeper into what the benefits of connecting Really Simple Systems to Leadinfo. First and foremost, with the integration you can:
🔗 Link website visitors to existing companies within Really Simple Systems
🆕 Send a website visitor of as a new company within Really Simple Systems
💻 View the visited pages of said company within Really Simple Systems
This allows you to integrate the information from Leadinfo into your current sales flow.
Please note 📝 The pages a company visits will be shared after the connection has been made. Sending over pages does not work retroactively.
How do I set up the Really Simple Systems integration?
To set up the integration of Really Simple Systems you need to copy the API Key from Really Simple Systems.
Step 1: Log into Really Simple Systems and navigate to “API V4”. This can be found in your settings under "Integrations".
Step 2: From here you can create a new API Key by clicking on "Manage your API keys and alerts > Generate new key". Select a user and click on "Generate". Really Simple Systems will now generate an API Key.
Step 3: Here you can paste the copied API Key. To finalize the installation, click on "Connect with Really Simple Systems".
How do I connect companies from Leadinfo to Really Simple Systems?
No data is shared with Really Simple Systems 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 Really Simple Systems" in the right corner.
Step 3: Connect the company to Really Simple Systems. You can do this in two ways:
Step 3.a Does the company already have a profile in Really Simple Systems? Search for the company you would like to connect it to and click on “Connect”.
Step 3.b Do you want to create a new company in Really Simple Systems? Choose an owner, give the company a name (prefilled) and click on “Create and link”.
Step 4: You will immediately find the company as a lead in Really Simple Systems.
What information is shared?
- 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.