Easily connect Salesflare with Leadinfo. Once you connected the accounts, the future website visits will be shared as a note within the company profile, Salesflare. Allowing you to have access to valuable insights of your website visits in Salesflare!
Please note 📝 The pages a company visits will be shared after the connection has been made. Sending over pages does not work retro-actively.
How do I set up the Salesflare integration?
- Go to your Salesflare environment and navigate to "Settings".
- From your settings menu, select “API Keys”.
- Here, you can create a new API Key by clicking on the bottom right button.
- Copy the API key
- Log in to the Leadinfo portal and go to settings.
- Under integrations, select “Salesflare”.
- Paste the copied information from step 4 and click on "Connect with Salesflare".
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