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