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Leadinfo Make integrationAutomate Leadinfo with Make.
What happens to a company Leadinfo spots once it reaches Make? The Leadinfo Make integration gives you 1 instant trigger that hands each company to a scenario. This guide is for sales and marketing teams who want those companies in their other tools, and it walks you through a first working build.
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What does the Leadinfo Make integration let you automate?
The Leadinfo Make integration passes the B2B companies Leadinfo spots on your website into Make, the tool where you build a scenario (an automation made of connected steps). It has one module, the Watch Company trigger, and every other step comes from the apps you already use.
A CRM that fills itself. Watch Company receives a company as soon as Leadinfo sends it. Add your CRM's module after it and each company becomes a record, with no copy and paste from the Leadinfo screen.
A sales alert with context. Instead of a CRM, point the company to a team chat or an email module. The right salesperson reads the name of the business that just showed buying interest while it is still fresh.
Outreach that starts on its own. Route the company to your email or sequencing tool so a personalized follow-up can begin without anyone opening a spreadsheet.
Know the limits before you plan. Leadinfo has no action, no search and no Make an API Call module in Make, so the scenario can only react to what Leadinfo sends, never ask Leadinfo for more. Make also says its documentation for this app is limited, which is why your first test run matters. If you are weighing the two platforms, the n8n vs Make comparison sets out the criteria, the Make training covers scenario building from scratch, and Make troubleshooting helps when a run fails.
How do you connect your Leadinfo account to Make?
- 01
Add the Leadinfo module
In a new scenario, click the +, search for Leadinfo and pick Watch Company. Then click Create a connection. A connection is your Leadinfo account linked to Make once and reused afterwards.
- 02
Name the connection
Giving the connection a name is optional, but it helps. Something like the workspace or the team it serves makes it easy to pick the right account later, especially if several people share one Make organization.
- 03
Authorize and save
The docs do not say which method Leadinfo uses, so depending on what Make shows, you either approve access on a Leadinfo page or paste a key that Leadinfo gives you. Follow the window, then click Save. The module is ready to receive companies.
Your first scenario with Leadinfo
GoalWhen Leadinfo sends a company, Make passes it to the next app of your choice, such as your CRM.
- 01
Create the scenario
Open the Scenarios page and create a new scenario. Click the large + in the middle of the editor to add the first module, the one that starts everything.
- 02
Add Watch Company
Search for Leadinfo, choose Watch Company and select the connection you just made. The lightning badge on the module tells you it is instant: Leadinfo calls Make, Make does not poll.
- 03
Add the destination
Click the + on the right of Watch Company and add the module of the app that should get the company, for example your CRM. Map the company details from Leadinfo into its fields.
- 04
Test with Run once
Click Run once, then send a company from Leadinfo. Each module shows the bundles it received, a bundle being one item passed along, here one company. Check that the details land where you expect.
- 05
Switch the scenario on
Once the test looks right, save and switch the scenario on. From then on, every company Leadinfo sends runs through it, and each module execution counts as one operation on your Make plan.
The Leadinfo trigger
1 module starts a scenario when something happens in Leadinfo. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Leadinfo as soon as it happens.
Watch Company
Instant triggerIn Make“Triggers when a company is send from Leadinfo to make.”
Watch Company gives your scenario a starting point: each company Leadinfo sends to Make arrives as a bundle that the next modules can file, share or act on. It is the only Leadinfo module in Make, so every build with this app begins here.
Need help automating Leadinfo with Make?
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