Leadinfo

How do I setup the connection

Step 1: Log in to the Leadinfo portal and go to settings.

Step 2: Under integrations, sel ect "Bitrix24".

Step 3: Enter your Bitrix24 environment url and click on "Connect to Bitrix24".

Step 4: Once you've linked Bitrix24 to Leadinfo you can change the settings of the integration. Determine;

• If you want to automatically link your website visitors to companies in your CRM
  
• If you want to send over the website visits to your CRM as a note in the company profile
  
• In what language the notes need to be placed in
  
• What fields you want to send to Bitrix24. Click here to learn more on how to set up these fields.
  

We will only send data to Bitrix24 when you have connected a company. You can either connect a company manually or automatically. Follow the below steps to automatically send leads to Bitrix24.

Step 1: Think about what companies you want to send to Bitrix24. 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.

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.
  

Step 6: Make sure you save the trigger by switching the toggle in the top right corner and click “Save”.

How do I Manually connect leads fr om Leadinfo to Bitrix24?

Step 1: First go to the company profile you want to connect.

Step 2: Click on the button "Link to Bitrix24" in the right corner.

Step 3: Connect the company to Bitrix24. You can do this in two ways:

Step 3a: Does the company already have a profile in Bitrix24? Search for the company you would like to connect it to and click on "Connect".

Step 3b: Do you want to create a new company in Bitrix24? 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 Bitrix24. You can find this under "Companies"