CAS CRM + Leadinfo integration

Once you connected the accounts, you can add a timeline event to the company in CAS CRM. Allowing you to have access to valuable insights of your website visits in CAS CRM!

Automatic transfer of leads and company data

With the integration, leads identified by Leadinfo can be automatically (or manually, depending on your settings) transferred to your CAS CRM. Company details such as name, contact information, visited pages, and other relevant insights are sent directly to your CRM — so your sales team can follow up right away.

Seamless integration into your sales workflow: create tasks & opportunities directly

From within Leadinfo, you can instantly create new tasks and opportunities linked to the right company in CAS CRM. This means no more switching between tools — you can follow up leads directly from your CRM environment, keeping everything streamlined and organized.

Enriched CRM data & insights into website visitor behavior

The integration enriches your CRM profiles with website visit data — such as which pages were viewed, when, and how often. This provides your sales and marketing teams with valuable context for more relevant outreach. Leadinfo can also display CRM data within company profiles, enabling two-way data enrichment.

How does the CAS CRM integration work?

To integrate, just head to Leadinfo and then to Settings > Integrations > click CAS CRM. 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 CAS CRM?

You can set up the connection between Leadinfo and CAS CRM 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, CAS CRM may incur additional costs, such as purchasing a specific package or functionality. Consult the documentation for CAS CRM for more information.

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

We recommend consulting the documentation from us or from CAS CRM. 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 CAS CRM.

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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