Inleads Segment Integration Guide

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7th June 2024

Overview of Inleads.ai Integration

Inleads.ai helps startups capture events and analyze customer behavior. By integrating Inleads.ai with Segment, you can:

  • Use dynamic pipeline management to guide deals efficiently through your sales pipeline.
  • Access advanced sales analytics to understand and enhance your sales strategy.
  • Automate tasks and communications to keep engagement high without manual effort.
  • Make efficient decisions using comprehensive, real-time insights.
  • Gather and analyze customer data effectively to improve engagement and conversion rates.
  • Reduce manual tasks, allowing your team to focus on closing deals.

If you have not integrated segment into your product , Please follow the Sending Data to Segment Guide

Here is a step-by-step guide for startups to configure Inleads.ai as a new destination in their Segment account. This guide will help them capture events, analyze customer journeys, and make more data-driven decisions.

Step-by-Step Guide to Configure Inleads.ai in Segment

Step 1: Log in to Segment

  1. Log in to your business account on Segment.
  2. Navigate to the Connections page by selecting "Connections" from the main menu.

Step 2: Search for Inleads.ai

  1. Go to the Catalog tab.

  2. Select the "Destinations" tab.

  3. Use the search bar to search for "Inleads.ai".

    Segment Catalog

Step 3: Add Inleads.ai as a Destination

  1. Once you find Inleads.ai in the search results, click on it to view more details.

  2. Click the "Add destination" button to start the setup process.

    Add Inleads.ai as a Destination

Step 4: Select Data Source

  1. In the "Select data source" screen, choose the source application you want to map to Inleads.ai.

  2. Click "Next" to proceed.

    Select Data Source

Step 5: Set Up the Destination

  1. Provide a name for the Inleads.ai destination. This name will help you identify this destination within your Segment account.

  2. Choose how you would like to set up this destination. The recommended option is to "Fill in settings manually".

  3. Click "Create destination" to continue.

    Set Up Destination

Step 6: Configure API Key

  1. In the "Basic Settings" section, enter the API Key from your Inleads.ai account. You can find your API Key in the settings of your Inleads.ai dashboard.

  2. Enable the destination by toggling the "Enable Destination" switch.

  3. Click "Save Changes" to complete the configuration.

    Configure API Key

This integration will empower your startup to make more informed, data-driven decisions and optimize your sales and marketing strategies.