Many of you have been asking for a possibility to connect Leadfeeder with CRM systems. If your company uses a CRM, that’s where the sales happens and that’s where you want to have your new leads. During the last months, we’ve been working on to make this happen.
Today we are happy to announce our first CRM integration with webCRM.
If you are a webCRM user, you can now easily send leads from Leadfeeder to your webCRM and create activities on them automatically. Get your hot leads easily from Leadfeeder to your sales staff and they can start working on them immediately.
WebCRM integration is available to Leadfeeder Premium and Trial users starting today. WebCRM Plus or Enterprise licence is required.
How to get started
If you don't have a Leadfeeder yet, sign up for 30 days free trial.
Leadfeeder works by connecting to Google Analytics, so make sure you have access to your company's Google Analytics account. No script installation or changes to the website are required.
Getting started with Leadfeeder takes only couple of minutes.
Before setting up the integration, you should create the following user defined fields in webCRM:
The fields can be created under "Configuration -> User defined fields -> Organisation" and must be created as the specified type:
- webLink: Create as type "web-link"
- Referrer: Create as type "text"
- Visit duration: Create as type "text"
- Keywords: Create as type "text"
- Leadfeeder ID: Create as unique under ‘extra user defined fields (one of the first 4 among the lower 8 field options).
- Memo: Create as type "memo"
Navigate to 'Configuration' / Integration/ Leadfeeder'.
You will see the following configuration page:
On the configuration page you're asked to enter your Leadfeeder account number. See here how to find it.
Map the integration fields to the custom fields you want and created before.
A memo field can be used to save several data items from Leadfeeder.
Once done click 'Verify integration' this will open a pop-up in which you can confirm the integration with Leadfeeder.
Click 'Accept' and you're done! Now you can start sending your leads from Leadfeeder to webCRM.