Easily connect Leadinfo to your SuiteCRM environment within a few clicks
Gain access to valuable Leadinfo data within your CRM system. You can easily set up the SuiteCRM integration within your Leadinfo account. Once you've set up the integration, you can share data from Leadinfo to SuiteCRM.
In this article, we'll discuss:
- Why you should connect SuiteCRM to Leadinfo
- How to set up the integration
- How to automatically send leads to SuiteCRM
- How to manually send leads to SuiteCRM
- How to create opportunities & tasks in SuiteCRM
Why Connect SuiteCRM to Leadinfo
Before you set up the integration, let's dive deeper into what the benefits of connecting SuiteCRM to Leadinfo. First and foremost, with the integration you can:
🆕 Create a new company in SuiteCRM
🔗 Link website visitors to existing companies within SuiteCRM
💻 View pages a company visits within SuiteCRM
💰 Create opportunities and connect them to a company within SuiteCRM
✅ Set up tasks for yourself or for colleagues within SuiteCRM
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 SuiteCRM. Future visits are always shared.
How to connect SuiteCRM to Leadinfo
Step 1: Log into your SuiteCRM environment and navigate to "Admin" at the top right.
Step 2: In the overview of Users & Authentication, select "OAuth2 Clients and Tokens".
Step 3: Here you cab find the "Client ID" and the "Client Secret". Note that you can only view the secret when you create an OAuth. If you want to change the secret, go to "Actions" and select "Edit".
Step 4: Log into the Leadinfo portal and go to “Settings”. Under integrations, you need to select "SuiteCRM".
Step 5: Here, you can enter the API Access URL and paste the copied Client ID and Client Secret. To finalize the installation, click on "Connect with SuiteCRM".
Step 6: Once you've linked SuiteCRM to Leadinfo you can change the settings of the integration. Determine here:
- If you want to automatically link your website visitors to companies in your CRM
- In what language the notes need to be placed in
- The default lead type a company should have when you send it over to SuiteCRM. You can choose from a Lead or an Account.
- Select the fields to send to SuiteCRM. Click here to learn more on how to set up these fields.
How do I automatically send/connect leads to SuiteCRM
We will only send data to SuiteCRM when you have connected a company. You can either connect a company manually or automatically. Follow the below steps to automatically send leads to SuiteCRM.
Step 1: Think about what companies you want to send to SuiteCRM. 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 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 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 Manually connect leads from Leadinfo to SuiteCRM?
Step 1: First go to the company profile you want to connect.
Step 2: Click on the button "Link with SuiteCRM" in the right corner.
Step 3: Connect the company to SuiteCRM. You can do this in two ways:
Step 3a: Does the company already have a profile in SuiteCRM? Search for the company you would like to connect it to and click on "Link".
Step 3b: Do you want to create a new company in SuiteCRM? 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 SuiteCRM. You can find this under "Accounts" or "Leads"
How to create opportunities and tasks from Leadinfo
Once you connect a company from Leadinfo to a company within SuiteCRM, 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 SuiteCRM 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 SuiteCRM environment.