If you’re drowning in website leads but aren’t sure which ones are worth your time, this guide’s for you. No fluff—just a practical walkthrough for using Canddi integrations to automatically qualify leads, so you can stop chasing dead ends and start focusing on the people who actually matter.
Canddi (canddi.html) is a lead tracking and identification tool that promises to help you spot and prioritize hot prospects. The magic happens when you connect it to your CRM, email, or other platforms—if you set it up right. Let’s cut through the buzzwords and get your lead qualification running on autopilot.
Step 1: Get Clear on What a Qualified Lead Looks Like
Before you mess with integrations, define what you actually want. Otherwise, you’ll just automate chaos.
- Ask yourself: What makes a website visitor worth a follow-up? Is it company size? Pages viewed? Filling out a form? Downloading a whitepaper?
- Work with sales: If you have a sales team, get their take. There’s no sense in sending them “hot leads” that aren’t worth a call.
- Write it down: Literally. Make a checklist or simple spreadsheet. Example: “Visited pricing page, company has 50+ employees, downloaded case study.”
Pro tip: Don’t overcomplicate this. You can (and should) tweak your criteria as you see what works.
Step 2: Connect Canddi to Your Website and Tools
The point of Canddi is that it sits between your website and your other tools, quietly collecting info and sending it where you need it.
a. Install the Canddi Tracking Code
- Grab the JavaScript snippet from your Canddi dashboard.
- Drop it into your website’s header (just like Google Analytics).
- Double-check it’s firing—Canddi should show real-time visitor data within minutes.
Heads up: If you use a tag manager (like Google Tag Manager), you can add the Canddi script there. But test it—tag managers sometimes get blocked by privacy tools.
b. Integrate with Your CRM
Here’s where things get interesting. Canddi supports direct integrations with some CRMs (like HubSpot and Salesforce) and has Zapier for everything else.
- Native integration: If your CRM is supported, connect it directly from the Canddi integrations panel. Log in and follow the prompts.
- Zapier: If not, set up a Zapier connection. Use triggers like “New identified visitor in Canddi” to create/update contacts in your CRM.
What works: Pushing only qualified leads to the CRM. No one wants a database full of tire-kickers.
c. Connect Email and Marketing Tools
- You can send Canddi data to email platforms (like Mailchimp or ActiveCampaign) to trigger nurture sequences for specific behaviors.
- Again, use Zapier or native integrations. Don’t just blast every visitor—set up rules so only promising leads get emails.
What to ignore: Canddi can technically integrate with a lot of tools, but don’t bother connecting things you rarely use. Stick to your CRM and main email platform to start.
Step 3: Set Up Lead Qualification Rules in Canddi
This is where you turn raw data into action. Canddi calls these “streams”—basically, saved filters for visitor activity.
a. Create Streams for Your Lead Criteria
- In Canddi, build a stream for each lead type you care about. Example: “Visited pricing page > 2 times, from a company with 20+ employees.”
- You can filter by:
- Pages viewed
- Number of visits
- Company size/industry (Canddi uses IP lookup for this—imperfect, but usually good enough)
- Actions taken (form fills, downloads)
b. Test Your Streams
- Check who gets caught in each stream. You’ll probably need to tweak your filters—too broad, and you’ll get noise; too narrow, and you’ll miss good leads.
- See if the people surfacing in your streams match who you actually want to talk to.
c. Set Up Notifications or Actions
- For each stream, you can trigger:
- Email/SMS alerts to your team
- Automatic CRM updates (like creating a new lead)
- Adding the contact to an email nurture sequence
What works: Focusing on a handful of key streams. Don’t try to slice and dice your audience 20 different ways right off the bat.
Step 4: Pass Qualified Leads to Sales Automatically
Here’s the payoff: Instead of manually checking Canddi every day, your system flags good leads and puts them right in your sales team’s lap.
- CRM integration: When someone hits your lead criteria, Canddi (via native integration or Zapier) creates/updates a lead in your CRM.
- Assign ownership: Set rules in your CRM to assign new leads to reps, add tasks, or kick off a sequence.
- Add context: Send over everything Canddi knows—company info, pages viewed, download history—so your team has something to work with.
What doesn’t work: Dumping every “identified” visitor into the CRM. You’ll just annoy your sales team and clutter up your database.
Step 5: Nurture Leads That Aren’t Ready (Yet)
Not everyone will be ready to buy right away. Canddi’s integrations can help you keep these folks warm—without doing it all manually.
- Email sequences: Send softer follow-ups or helpful content to leads who’ve shown some interest, but don’t hit your main criteria yet.
- Retargeting: Use Canddi data to add visitors to ad audiences, if that’s your thing.
- Score and revisit: As people engage more (e.g., return visits, more downloads), Canddi can bump them up the priority list and send them to sales when they’re ready.
Pro tip: Don’t get sucked into complicated “lead scoring” formulas unless you have a big team and lots of data. Simple rules work fine for most.
Step 6: Review, Adjust, and Don’t Be Afraid to Ignore Features
Automation is great until it’s not. Check in every few weeks:
- Are you getting better leads? See what sales says. If they’re ignoring Canddi leads, something’s off.
- Are the right people getting followed up with? If you’re missing good leads, loosen your filters. If you’re getting junk, tighten them.
- Ignore the bells and whistles: Canddi (like every SaaS) has features you’ll never need. Stick to the basics—track visitors, qualify leads, push the good ones to your CRM.
What to ignore: Don’t bother with integrations or reports you’ll never look at. More automation isn’t always better—focus on what actually moves leads forward.
Final Thoughts: Keep It Simple, Tweak as You Go
Qualifying leads with Canddi integrations isn’t rocket science, but it does take a bit of upfront work. Don’t stress about getting it perfect—just pick your lead criteria, connect your must-have tools, and watch what happens. Tweak, adjust, and cut what doesn’t add value.
You don’t need a fancy setup or a dozen integrations. Start simple, automate the boring stuff, and spend more time closing real deals. That’s the whole point.