Easily connect Leadinfo to your Really Simple Systems environment within a few clicks
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.
In this article, we'll discuss:
- Why you should connect Really Simple Systems to Leadinfo
- How to set up the integration
- How to automatically send leads to Really Simple Systems
- How to manually send leads to 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.
Good to know 📝 When you connect a company, Leadinfo sends the most recent visit to Really Simple Systems. Future visits are always shared.
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".
Step 5: Once you've linked Really Simple Systems 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
- What fields you want to send to Really Simple Systems. Click here to learn more on how to set up these fields.
How do I automatically send/connect leads to Really Simple Systems
We will only send data to Really Simple Systems when you have connected a company. You can either connect a company manually or automatically. Follow the below steps to automatically send leads to Really Simple Systems.
Step 1: Think about what companies you want to send to Really Simple Systems. 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 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 3a: 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 3b: 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.