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.
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.