Workbooks integration

Easily connect Workbooks with Leadinfo. Once you connected the accounts, the future website visits will be shared as a note within the company profile in Workbooks. Allowing you to have access to valuable insights of your website visits in Workbooks!

Please note 📝 The pages a company visits will be shared after the connection has been made. Sending over pages does not work retroactively. 

How do I set up the Workbooks integration?

  1. Go to your Workbooks environment and copy the API Key
  2. After copying the code, log into Leadinfo and navigate to "Settings"
  3. Select "Workbooks" under integrations.
  4. Here you can paste the API key you've copied and select "Connect with Workbooks"

From now on you can connect your website visitors to existing companies within Workbooks or even create a new company within your Workbooks environment. 

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.