Skip to content

Installation

Complete instructions for new installations. The following steps guide you to integrate your LeadInfo account with Lime CRM.

  • In LeadInfo overview > click settings
  • Click on Lime CRM in Integration list
  • Fill in details of domain, app name, API key
  • Example: domain = limebase.lime-crm.com, app name = Lime Base, API key = …
  • Click connect with Lime, synchronization takes a few minutes.
  • This means it synchronizes companies from Lime CRM to LeadInfo for quick searching of existing companies in Leadinfo.
  • After you click connect, some extra settings appear. Choose preferred ones.
  • We recommend one setting, called Synchronise website visits.
  • 'Yes' means a note will be created on the company card in Lime CRM with information about the time spent and webpage the company searched for on your website.
  • 'No' means there will be no notes. We recommend choosing 'Yes'.