You can link Leadinfo with SugarCRM, so your website visits are automatically synchronised. In SugarCRM, 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 SugarCRM to an existing company, or a new company.
Why Connect SugarCRM to Leadinfo
Before you set up the integration, let's dive deeper into what the benefits of connecting SugarCRM to Leadinfo. First and foremost, with the integration you can:
🔗 Link website visitors to existing companies within SugarCRM
🆕 Send a website visitor of as a new company within SugarCRM
💻 View the visited pages of said company within SugarCRM
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 retro-actively.
Set up SugarCRM integration:
Log in to the Leadinfo portal and go to settings.
Under integrations select "SugarCRM".
Enter your domain, username and password and click on "Connect to SugarCRM".
From now on you can use the link with SugarCRM. Still not working? Feel free to contact us!