Easily connect Weclapp with Leadinfo. Once you connected the accounts you can add a timeline event to the company in Weclapp. Allowing you to have access to valuable insights of your website visits in Weclapp!
Why Connect Weclapp to Leadinfo
Before you set up the integration, let's dive deeper into what the benefits of connecting Weclapp to Leadinfo. First and foremost, with the integration you can:
🔗 Link website visitors to existing companies within Weclapp
🆕 Send a website visitor of as a new company within Weclapp
💻 View the visited pages of said company within Weclapp
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.
How do I set up the Weclapp integration?
To set up the integration of Weclapp you need to create an API Key within Weclapp.
Step 1: Log into Weclapp and navigate to “My settings”. In this overview, scroll down to “API token”.
Step 2: Click on "+ Add new API token". Copy the new token that Weclapp will create.
Step 3: Go to your Leadinfo account and navigate to “Settings”. From here, you need to select "Weclapp" under “Integrations”. Paste the API token you copied and provide your domain.
You can find your domain in the URL you use to log into Weclapp. Only copy the part before weclapp.com.
To finish the connection click on "Connect with Weclapp.io".
How do I connect companies from Leadinfo to Weclapp?
No data is shared with Weclapp until you connect a company. You can do this from the company profile in the inbox.
Step 1: Go to the company profile you want to connect.
Step 2: Click on the button "Link to Weclapp" in the right corner.
Step 3: Connect the company to Weclapp. You can do this in two ways:
Step 3.a Does the company already have a profile in Weclapp? Search for the company you would like to connect it to and click on "Connect".
Stp 3.b Do you want to create a new company in Weclapp? Select the correct account manager, give the company a name (prefilled) and click on "Create and link".
Step 4: You will immediately find the company as a lead in Weclapp.
What information is shared?
When you create a new company from the inbox, Leadinfo will share the following information with Weclapp:
Company domain name
- Company description
- Customer business type
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.