Capsule + Leadinfo integration

Access valuable Leadinfo data from your CRM system. You can easily set up the integration within Leadinfo. Once you’ve integrated Leadinfo with Capsule CRM, you can share company information from Leadinfo to Capsule CRM in just a few clicks.

Centralization and enrichment of business information

The integration allows you to automatically link website visitors to existing companies in Capsule, or create new company profiles from Leadinfo. Furthermore, visits from those companies (which pages they visited, etc.) are added as notes to the company profile in Capsule, providing more context and better lead insights.

More efficient sales/follow-up flow

You can create opportunities and tasks directly in Capsule from Leadinfo, linked to the correct company. This speeds up follow-up, with all relevant visit data at your fingertips. You can also set triggers in Leadinfo to automatically forward only leads or companies that meet certain criteria to Capsule. This eliminates clutter and ensures the sales team focuses on the leads with the most potential.

Better insight and monitoring

Because future company visits are automatically shared (via notes, etc.), Capsule allows you to track prospects’ behavior and better assess where they are in their buying process. You can also see which deals (or opportunities) are already in progress and what tasks have been assigned, allowing you to better structure and prioritize your sales process.

How does the Capsule integration work?

To integrate, just head to Leadinfo and then to Settings > Integrations > click Capsule. For more information, please read our documentation on this integration.

We help you with all your questions about this integration.

How much time does it take to set up the connection between Leadinfo and Capsule?

You can set up the connection between Leadinfo and Capsule in just a few minutes. Activate the connection in Leadinfo and follow the steps to activate it.

Are there any costs associated with using this integration?

Leadinfo has no additional costs associated using this integration. However, Capsule may incur additional costs, such as purchasing a specific package or functionality. Consult the documentation for Capsule for more information.

What can I do if I need help setting up this integration?

We recommend consulting the documentation from us or from Capsule. If you’re still having trouble, please contact your IT department, who may be able to help you set up the integration.

If you’re still having trouble, please feel free to contact us. We’re happy to assist you and answer any questions you may have.

Can I set which data will, or will not be synchronized?

For most integrations, you can configure this yourself. Consult our documentation to see which data you can sync between Leadinfo and Capsule.

What about GDPR if I use an integration?

Leadinfo complies with GDPR legislation. When you activate a connection, only the business information Leadinfo recognizes from your website visitors is sent, such as company name, industry, and company contact details.

In addition, you always have control: you decide which leads and data are transferred to your CRM or marketing tool and can disable connections at any time. This allows you to work securely and transparently.

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