If you’re reading this, you probably want your sales team to stop chasing website leads in ten different places. You want Leadrebel and your CRM talking to each other—ideally without anyone having to learn how to code, or curse at a spreadsheet. This guide is for people who want to actually use their tools, not just pay for them.
Let’s cut through the fluff and get right to it.
Why Integrate Leadrebel with Your CRM?
First, if you’re not sure what Leadrebel does: it identifies companies visiting your website and tries to give you useful info about them. If you want those leads to show up automatically in your CRM (so your sales team can actually follow up), integration is a must.
Here’s what works when you connect the dots:
- New leads from your website show up in your CRM, ready for action.
- No more copy-pasting or “did someone already call this guy?” confusion.
- You can use your CRM’s existing workflows—assign tasks, set reminders, automate emails, whatever.
What doesn’t work? Expecting total magic. Leadrebel isn’t perfect at matching every visitor to a real company, and no integration is ever truly “set and forget.” You’ll still need to sanity-check your leads and tweak things as you go.
Step 1: Pick Your CRM (And Make Sure It’s Supported)
Before you do anything, double-check that your CRM is actually supported by Leadrebel. Here’s the reality:
Leadrebel offers direct integrations with: - HubSpot - Pipedrive - Salesforce (sometimes via Zapier or similar) - Zoho CRM - Microsoft Dynamics (with caveats) - ...and a handful of others
If you’re using something more obscure, you’ll probably need to use Zapier, Make (formerly Integromat), or their REST API.
Pro tip: Don’t assume “integration” means the same thing for every CRM. Sometimes it’s a slick one-click setup; sometimes it’s more DIY. Check Leadrebel’s documentation or support before you start.
Step 2: Prep Your Accounts
You’ll need admin access to both Leadrebel and your CRM. Make sure you can:
- Log in to both accounts.
- Create or manage API keys (if needed).
- Change settings or install apps/integrations.
Don’t skip this: If you’re not an admin, you’ll waste hours getting stuck halfway through.
Step 3: Decide What Data You Actually Want to Sync
Not every field in Leadrebel matches up perfectly with your CRM. Before you hit “connect,” ask yourself:
- Which fields do you really care about? (Company name, visit date, source, contact info?)
- Do you want to create a new lead every time someone visits, or only the first time?
- Should updates in Leadrebel overwrite info in your CRM?
- Are you syncing just companies, or also contacts (if available)?
Pro tip: Start simple. Only sync what you actually use. You can always add more fields later.
Step 4: Set Up the Integration
If Your CRM Has a Direct Integration
- Go to Leadrebel’s Integration Settings:
- Log in.
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Find the “Integrations” or “CRM” section in your Leadrebel dashboard.
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Select Your CRM:
- Click the CRM you want to connect.
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You’ll probably be prompted to log in or authorize access.
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Map Your Fields:
- You’ll get a screen to match up Leadrebel’s fields with your CRM’s fields. Don’t just accept the defaults unless you know they’re right.
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Double-check that phone numbers, emails, and company names are going where you want.
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Set Your Sync Rules:
- Decide if you want new companies to become leads, contacts, or accounts.
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Choose whether to update existing records, create new ones, or both.
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Test the Connection:
- Run a test. Send a dummy lead from Leadrebel and see where it shows up in your CRM.
- Fix any mismatches now, before this thing starts spamming your sales team.
What to watch for: Some “integrations” only push data one-way, or only sync certain types of leads. Read the fine print.
If You Need to Use Zapier or Make
If your CRM isn’t directly supported, you’ll need an automation tool like Zapier.
- Create an Account with Zapier or Make:
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You can use the free plan for basic integrations.
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Find the Leadrebel App:
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In Zapier, search for Leadrebel. If it’s not there, you might have to use a webhook or the API.
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Set Up Your Trigger:
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Choose what event in Leadrebel should send data (e.g., “New Company Identified”).
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Set Up Your Action:
- Pick your CRM as the destination.
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Map the fields carefully (again, don’t trust defaults blindly).
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Test Everything:
- Make sure leads show up where you expect.
- If something breaks, check your field mapping and data types.
Downsides: Zapier and similar tools can get expensive if you have lots of leads. And if you’re not careful, you’ll end up with duplicate records.
If You Want Full Control: The API Route
If you (or your IT team) are comfortable with REST APIs, Leadrebel offers API access. This is the most flexible approach, but also the most work.
- You’ll need to write scripts to pull data from Leadrebel and push it into your CRM.
- This is for folks who like debugging JSON at 2am. Most people won’t need this.
Step 5: Clean Up Your CRM (Optional, But Highly Recommended)
Now’s a great time to clean house:
- Merge duplicates.
- Archive dead leads.
- Set up clear rules for what counts as a “qualified” lead.
Otherwise, you’ll just be dumping more data into an already messy system.
Step 6: Train Your Team (Don’t Skip This)
Don’t assume your sales team will just “figure it out.” Show them:
- Where new leads from Leadrebel appear in the CRM.
- How to spot which leads came from the website vs. other sources.
- Any new workflows or fields they should know about.
If you skip this, expect confusion and maybe some muttering under people’s breath.
Step 7: Monitor, Tweak, and Keep It Simple
No integration is ever “done.” Spend the first week watching how leads flow:
- Are you getting the right leads? Too many junk companies?
- Are any fields missing or wrong?
- Are there duplicates?
Tweak your settings. Don’t be afraid to strip things back if it feels overwhelming.
Ignore: Fancy dashboards and “AI scoring” until you’ve got the basics working. Get the leads flowing first; you can always get fancier later.
Common Pitfalls (And How to Dodge Them)
- Duplicate leads: Happens when your mapping isn’t set up right or when visitors return multiple times. Most CRMs let you set de-duplication rules—use them.
- Data mismatches: Sometimes fields don’t match up (e.g., Leadrebel uses “company name” but your CRM splits into “first name” and “last name”). Fix your field mapping.
- Too many junk leads: Not every visitor is worth pursuing. Use Leadrebel’s filtering options to only sync leads that meet certain criteria (like location, industry, or visit behavior).
- Integration breaks after a CRM update: It happens. Check your integration every few months, especially after you update your CRM or Leadrebel.
Wrapping Up: Keep It Simple, Iterate Often
Integrating Leadrebel with your CRM isn’t rocket science, but it’s not magic either. Start small, automate what matters, and keep an eye on what actually helps your team close deals—not just create more busywork.
Don’t stress about perfection. Plug it in, watch what happens, and tweak as you go. Simple, steady improvements beat “grand redesigns” every time. Good luck—and don’t be afraid to ask for help if you get stuck.