Overview

Lead Forensics is a software that reveals the identity of your anonymous website traffic, and turns them into actionable sales leads. In real-time.

You can filter this data into Gold-Vision, score it using touch point scoring and create follow up activities or opportunities for your users in Gold-Vision.

Enable Lead Forensics Integration

1. To enable the integration you must retrieve your customer key from within Gold-Vision license settings, you must be a system administrator to see this page:

2. You will then need to send your customer key to your Lead Forensics account manager and ask for the following:

• Enable the integration between Gold-Vision CRM and Lead Forensics
• Set the data feed to automatic
• Lead forensics will display the Gold-Vision logo next to your data once it is enabled

3. Navigate to Touch Point Rules from the settings area

4. Create a new touch point rule for Lead Forensics:

• Following a successful activation you can setup multiple touch point rules which respond to website visits.
• Select New Rule for LeadForensic