Leadinfo
How to use Leadinfo
Leadinfo is a visitor identification platform that matches IP addresses and behavioural signals against a global company database. Once the tracking script is installed, it reveals which organisations visit your site, what pages they view and how long they stay. Below is a step-by-step guide to setting up and maximising the tool.
Install the tracking code
Start with the fourteen-day trial. Add the JavaScript snippet directly, via Google Tag Manager or through plugins for WordPress, Webflow and other CMSs. Data appears in the dashboard within minutes.
Clean up the inbox
Hide your own office IP addresses and any irrelevant service providers. Add tags such as Customer or Partner to known companies so genuine prospects stand out.
Create segments and triggers
Use filters to build segments like Pricing Visitors or UK Software Firms. Set triggers that send alerts or push leads to CRM when these segments appear. This automation ensures no high-intent visitor slips through.
Connect your stack
Link HubSpot, Pipedrive, Salesforce, Zoho or another CRM in a few clicks. Decide whether Leadinfo should create companies automatically or enrich existing records. Add Slack or Microsoft Teams to receive instant notifications, and use Zapier for custom workflows.
Read the full guideShow less
Engage prospects
Enable the Leadinfo Leadbot or Lead Gen Form to capture contact details while visitors are live on the site. For outbound motion, trial the Autopilot add-on to launch LinkedIn or email sequences against warm accounts.
Maintain compliance
Update the privacy policy to name Leadinfo and provide an opt-out link. Include the cookie in your consent banner if required. Leadinfo itself stores no personal user data, which simplifies the legal position.
Analyse and iterate
Review dashboards weekly to spot industry trends, popular content and repeat visits. Share insights with marketing to refine campaigns and with product teams to understand which features attract different segments. Adjust trigger rules and CRM routing as patterns emerge.
Scale with confidence
As traffic grows, upgrade to a plan that matches the expected lead count. Because user seats are unlimited, onboarding new sales reps is frictionless. Periodically calculate cost per qualified lead to keep ROI transparent.
Follow these steps and Leadinfo will shift from a passive analytics add-on to an active revenue engine. The combination of clear visitor data, tight integrations and automation gives B2B teams the situational awareness required to start the right conversations at the right moment.
How to automate Leadinfo
Native integrations
The vendor lists more than 70 native integrations: HubSpot, Pipedrive, Salesforce, Zendesk Sell, Teamleader, Microsoft Dynamics, Microsoft Teams, LinkedIn Ads, Google Ads, Google Tag Manager and Clay, among others. An idea: when a target account visits the pricing page, create a task in HubSpot for the account owner and post an alert in Slack.
No-code automation
Leadinfo connects to Zapier and Make. An idea: when a high-scoring company is identified, add it to a Google Sheets list and enrol the decision maker in a sequence in lemlist. Ask Leadinfo whether a public API or webhooks are available on your plan, because its developer docs sit behind an access code.
Built-in automation
Leadinfo has automations of its own, limited by plan, and an Autopilot add-on that sends email and LinkedIn messages to visitors. An idea: send a short, personal message when a known contact returns to a product page, and check each message before it goes out.