If you’re swimming in website leads but your CRM isn’t picking up the right signals, you’re not alone. This guide is for anyone who’s heard about website visitor tracking tools like Canddi and wants to actually get value from the data—without creating more headaches. Whether you’re in sales ops, marketing, or just the unlucky soul in charge of “making stuff talk to each other,” you’ll find practical steps here.
Let’s cut through the fluff and get your CRM smarter, not busier.
Why bother integrating Canddi with your CRM?
Before you dive into yet another tool integration, here’s the honest deal:
- Canddi tracks who’s visiting your website and tries to identify them, which sounds magical, but it’s not psychic. It’s data-driven guesswork, often pretty good.
- If this data just sits in Canddi, your sales team won’t use it. If it’s dumped raw into your CRM, it’ll get ignored or clog up your leads.
- The sweet spot: set up Canddi to filter, score, and send only useful info into your CRM—automatically.
Done right, you’ll see:
- Faster follow-up on truly interested leads.
- Fewer missed opportunities.
- Less manual grunt work copying and pasting data.
Skip the hype: this isn’t a silver bullet, but it can save you hours and make your sales team less cranky.
Step 1: Get your Canddi and CRM accounts ready
You can’t integrate what you don’t have. Here’s what you need:
- A working Canddi account with admin access.
- Access to your CRM (Salesforce, HubSpot, Zoho, Pipedrive, or whatever you use). You’ll probably need admin permissions here, too.
Pro tip: If you’re not sure who owns these accounts, now’s the time to find out. Chasing down logins mid-way is a momentum killer.
Step 2: Decide what data actually matters
Canddi collects a ton of info: company names, pages viewed, time on site, email addresses (when it can), and more. But more data doesn't mean better results.
Don’t just sync everything—ask yourself:
- Which leads should make it into the CRM? (e.g., only identified companies, or anyone who filled out a form?)
- What info will actually help sales or marketing? (e.g., last visited page, download activity, etc.)
What works:
- Syncing only identified visitors (real people or companies, not anonymous traffic).
- Adding visit details to existing leads/contacts so your team sees what’s hot.
What to skip:
- Dumping every page view or anonymous visitor into the CRM. You’ll create noise, not insight.
Step 3: Pick your integration method
Here’s where most guides get vague. So, straight talk: there’s no native, one-click “Canddi-to-CRM” button for most platforms. Instead, you’ve got three main options:
3.1. Use Canddi’s built-in integrations (if available)
Canddi offers direct integrations for some CRMs (like Salesforce and HubSpot). Check their integrations page or support docs. If your CRM is supported:
- Pros: Easiest, less to break, supported by Canddi.
- Cons: Features may be basic—usually just pushing identified leads.
How to do it: - In Canddi, go to Integrations or Settings. - Find your CRM, connect using your CRM admin credentials. - Set up mapping rules (what fields go where).
Heads up: Test this with a dummy lead first. Sometimes field mapping isn’t what you expect.
3.2. Use Zapier or similar automation tools
If there’s no direct integration, tools like Zapier or Make can bridge the gap.
- Pros: Flexible, works with tons of CRMs.
- Cons: Can get fiddly, especially if you want to filter or format data.
How to do it: - Set up a Zap (or equivalent) that listens for new identified visitors or lead events in Canddi. - Send the data to your CRM (e.g., create/update a lead). - Use filters so you’re only pushing the leads you want.
Pro tip: Add steps to de-duplicate leads, or you’ll annoy your sales team.
3.3. Use Webhooks or the Canddi API
If you want full control and aren’t scared of a little code, Canddi has API/webhook options.
- Pros: Maximum flexibility. You can format, filter, and match data however you like.
- Cons: Needs some coding, and someone to maintain it.
How to do it: - In Canddi, set up webhooks to POST data to a script or endpoint you control. - Have your script transform the data and push it to your CRM’s API. - Log errors so you know if things break.
Only go this route if: You really need something custom, or your CRM is obscure.
Step 4: Map your fields carefully
A common pitfall: mismatched or missing data in your CRM.
- Decide which Canddi fields map to which CRM fields (e.g., Canddi’s “company name” → CRM’s “Account Name”).
- Watch out for custom fields—your CRM may need them if Canddi collects something extra.
- Test with a few records. Make sure nothing’s ending up in the wrong place or getting overwritten.
What works:
- Creating a “Canddi Last Visit” field in your CRM for context.
- Linking website activity to existing contacts, not just dumping everyone as new leads.
What to ignore:
- Syncing every single metric—only move what people will actually use.
Step 5: Test with real (but harmless) data
Don’t go live yet. Run through a handful of scenarios:
- Visit your site as a test user (use a unique email or company).
- See if and how the data lands in your CRM.
- Check for duplicates, missing info, or weird formatting.
- Ask someone on the sales side: Is this data actually useful? Or just clutter?
Pro tip: Break things now, not after you email 200 prospects with the wrong info.
Step 6: Set up notifications, alerts, or workflows (optional, but powerful)
Once your CRM gets Canddi data, you can trigger automations:
- Notify sales reps when a hot lead visits your pricing page.
- Move leads to a new stage if they take key actions (like downloading a whitepaper).
- Send a nudge email if a dormant lead comes back.
Caution: Don’t go overboard. Too many alerts = everyone tunes them out.
Step 7: Monitor, tweak, and avoid “set and forget”
Integrations break. People ignore noisy data. Here’s how to keep things working:
- Check weekly: Are the right leads landing in the CRM? Still useful?
- Update filters if you’re getting junk leads or missing good ones.
- Get feedback from the people actually using the CRM. If they’re not seeing value, change it up.
What works:
- Slow, steady tweaks over time.
- Keeping an actual human in the loop.
What to ignore:
- Vendor promises that it’ll “just work forever.” It won’t. Keep an eye on it.
What to watch out for (from someone who’s been burned)
- Overloading your CRM: More isn’t better. Only send what adds value.
- Duplication hell: If you don’t filter or de-dupe, you’ll make a mess.
- Data privacy: Don’t sync personal data you don’t have permission to use.
- Integration limits: Zapier and co. often have usage caps. You don’t want to stop getting leads because you hit your limit.
- Staff confusion: If your team doesn’t know what Canddi data means, they’ll ignore it. Train them, even if it’s just a quick Loom video.
Keep it simple, iterate, and don’t buy the hype
You don’t need a perfect system on day one. Start simple: sync only what’s valuable, test, and adjust. Most teams get the most mileage from just a few well-mapped fields and some smart notifications.
The goal isn’t to flood your CRM with website data—it’s to make your sales and marketing teams’ lives easier. If you keep that in mind, you’ll actually see value from your Canddi integration. Iterate as you go, and don’t be afraid to turn things off if they don’t help. That’s how real progress happens.