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Automate when something happens in leadinfo
Login -> Create new flow -> Select trigger -> Search leadinfo -> Choose the trigger from the list
Take action in leadinfo when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search leadinfo -> Choose the action from the list
Trigger
Action
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It turns Leadinfo's real-time visitor IDs into automated actions: create or update CRM leads, assign owners, generate outreach drafts, create tasks, and push events to analytics—without manual copying.
Yes. viaSocket can add an AI step that reads Leadinfo visitor context (company, pages viewed) and generates a concise, personalized outreach draft or ranking score for each lead, so reps start with tailored messaging.
Most automations take minutes to set up using prebuilt connectors and templates. No coding required—pick a template, map a few fields, and enable the workflow. Technical help is available if you want custom logic.
Yes. viaSocket connects Leadinfo to common CRMs, help desks, and marketing tools. If your tool isn’t listed, you can still send events to email, webhooks, or analytics platforms. Mapping fields (company, page, score) is straightforward.
Leadinfo identifies B2B visitors at the company level. viaSocket passes only the fields you choose into workflows and follows standard encryption and access controls. Review both services’ privacy docs and your own policies for compliance.
Identify B2B website visitors, simple and realtime. Free 14-day trial and no credit card required. Inbox with no complicated statistics, view your visitors as you view your e-mail.
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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