Easily connect Leadinfo to your Salesforce environment
Gain access to valuable Leadinfo data within your CRM system. You can easily set up the Salesforce integration within your Leadinfo account. Once you've set up the integration, you can share data from Leadinfo to Salesforce.
Please note: The API connection is not available for every Salesforce subscription. Contact your Salesforce account manager for more information.
In this article, we'll discuss:
- Why you should connect Salesforce to Leadinfo
- How to set up the integration
- How to automatically send leads to Salesforce
- How to manually send leads to Salesforce
- How to create opportunities & tasks in Salesforce
Why Connect Salesforce to Leadinfo
Before you set up the integration, let's dive deeper into what the benefits of connecting Salesforce to Leadinfo. First and foremost, with the integration, you can:
🆕 Create a new company in Salesforce
🔗 Link website visitors to existing companies within Salesforce
💻 View pages a company visits within Salesforce
💰 Create opportunities and connect them to a company within Salesforce
✅ Set up tasks for yourself or for colleagues within Salesforce
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 Salesforce. Future visits are always shared.
How do I set up the Salesforce integration?
Step 1: Log in to the Leadinfo portal and go to settings.
Step 2: Under integrations, select “Salesforce”.
Step 3: Click on "Connect to Salesforce".
Step 4: Log in with your Salesforce data and give Leadinfo permission to access your Salesforce environment.
Step 5: Once you've linked Salesforce 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 do notes need to be placed in;
- In which default lead type the data should be sent;
- What fields do you want to send to Salesforce? Click here to learn more about how to install these fields.
How do I automatically send/connect leads to Salesforce?
We will only send data to Salesforce when you have connected a company. You can either connect a company manually or automatically. Follow the below steps to automatically send leads to Salesforce.
Step 1: Think about what companies you want to send to Salesforce. You can use these questions to get a clear view of 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 to your 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 points 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 clicking “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, future website visits will be shared as a note within your CRM system.
How do I Manually connect leads from Leadinfo to Salesforce?
Step 1: First, go to the company profile you want to connect.
Step 2: Click on the button "Link to Salesforce" in the right corner.
Step 3: Connect the company to Salesforce. You can do this in two ways:
Step 3a: Does the company already have a profile in Salesforce? 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 Salesforce? Select the correct account owner, give the company a name (prefilled) and click on "Create and link".
Step 4: You will immediately find the company in Salesforce.
How to create opportunities and tasks from Leadinfo
Once you connect a company within Leadinfo to a company within Salesforce, you will find the associated opportunities and tasks of that company within Leadinfo. Stay up to date on the current tasks and opportunities of your website visitor or create new ones straight from your Leadinfo inbox.
Creating a new opportunity
Click on "New opportunity" in the top right corner
Fill out the needed details in the pop-up, and click on "Save opportunity". A new opportunity will be created within your Salesforce 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 Salesforce environment.
Please note: When you connect a company as a "Lead", it is not possible to attach tasks or opportunities in Salesforce. Notes will also only be created when a company is connected as an "Account" in Salesforce.