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LeadConduit: Delivering your Leads

« Previously: Adding Steps to a Flow

Once you've cleansed and enriched your lead data, you'll want to deliver it to an email/file/system so it's actionable.

Whether you're delivering to a CRM / Marketing automation system, Email, Batch file, or some other custom HTTP POST, you'll likely need to connect the dots from LeadConduit to your destination for at least some of the data.

LeadConduit has Built-in Integrations with a variety of services that automatically map a basic set of standard fields. e.g. First Name, Last Name, Email, Phone, etc.

If you are collecting a more verbose set of data, or want to pass along information from the data enrichment services, you'll need to set up Outbound Field Mapping for that data, covered in the next section.

General

In the LeadConduit flow editor, you select the Integration to deliver to from the list of Add Delivery" options.

 


 

ActiveProspect Built-in Integrations

LeadConduit has Built-in Integrations with a variety of systems. The following example uses Salesforce's Web-to-Lead forms, but the principles are the same with any Built-in Integration.

In Salesforce you build the form, pick from standard fields and probably create a few of your own custom fields too, then generate the form.

In LeadConduit you select Salesforce from the list of Delivery options, then click "Edit Field Mappings".

You'll see that you're required to provide the Web-to-Lead form OID.

If you stopped right there, the Built-in Integration would automatically map and send the following fields from LeadConduit to Salesforce : 

  • First Name
  • Last Name
  • Email
  • Company
  • City
  • State
  • Country
  • Zip
  • Title
  • URL
  • Phone
  • Mobile
  • Industry
  • Campaign ID

Each Built-in Integration has a set of standard fields it will automatically map between LeadConduit and the Delivery. You can find the standard fields for the integration you are using at http://docs.leadconduit.com/ 

Outbound Field Mapping is covered in more detail in the next section.

 

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Custom Integrations

LeadConduit won't always have a Built-In Integration for the Delivery you use. When that's the case, you create a Custom Integration.

From the Steps section of the flow editor, you select Add Delivery, scroll to the bottom, and select Create a custom delivery".

Fill in the Name of the service you are delivering to and pick a type from the list.

POST and JSON options are included by default, but you can add others by clicking on the Select Integration(s)" section and choosing additional options including GET, XML, and SOAP.

Once you've made your Integration selections click the Save and add to flow button.

If you selected more than one, you'll need to select which of the Integration options you want to use.

Once you've selected an integration, you'll need to use your Posting Instructions to map the data from LeadConduit to the Destination (Outbound Field Mapping).

 

NOTE: Often the ActiveProspect team will get the Posting Instructions from you during your onboarding project and configure the Custom Integration for you.

 

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Next : Outbound Field Mapping »

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