first integration

Setting Up Your First Integration

Connect LeadConduit to your CRM, email system, or other business tools. This guide walks through your first integration setup with best practices for success.

📍 You Are Here

You have a flow receiving leads, and now you need to send them somewhere useful. Whether it's a CRM, email platform, or custom endpoint, this guide shows you how to set up reliable delivery.

🎯 What You'll Learn

• Choosing the right integration
• Step-by-step configuration
• Testing your connection
• Troubleshooting common issues
• Best practices for reliability

🤔 Choosing Your First Integration

Common First Integrations

For Sales Teams:

• Salesforce
• HubSpot
• Pipedrive
• Custom CRM webhook

For Marketing:

• Mailchimp
• ActiveCampaign
• Constant Contact
• Marketing automation

For Call Centers:

• Five9
• Velocify
• Phone burner
• Custom dialer

For Testing:

• Webhook.site
• RequestBin
• Custom endpoint

🚀 Setting Up a Webhook Integration

We'll start with a webhook - the most flexible integration type.

Step 1: Add Integration Step

1. Open your flow
2. Click Add Step after your source
3. Select Delivery
4. Choose Custom Webhook

Step 2: Configure Endpoint

Enter your destination details:

Name: My CRM Webhook
URL: https://api.mycrm.com/leads
Method: POST
Content-Type: application/json

Step 3: Add Authentication

Most APIs require authentication:

API Key in Header:

Header Name: X-API-Key
Header Value: your-api-key-here

Bearer Token:

Header Name: Authorization
Header Value: Bearer your-token-here

Step 4: Map Your Fields

Connect LeadConduit fields to API fields:

LeadConduit Field → API Field
─────────────────────────────
email            → contact_email
phone_1          → phone_number
first_name       → given_name
last_name        → family_name
state            → location_state

Step 5: Configure Response Parsing

Tell LeadConduit how to read the response:

Success Indicator: status_code = 200
Lead ID Location: response.body.id
Error Message: response.body.error

🔧 Example: Salesforce Integration

Step 1: Add Salesforce Step

1. Click Add Step
2. Select Delivery
3. Choose Salesforce
4. Click Add Salesforce

Step 2: Authenticate

1. Click Connect to Salesforce
2. Log in with Salesforce credentials
3. Authorize LeadConduit access
4. Connection confirmed!

Step 3: Configure Lead Creation

Object Type: Lead

Field Mappings:

email       → Email
phone_1     → Phone
first_name  → FirstName
last_name   → LastName
company     → Company (required)
state       → State

Required Fields:

• LastName (map from last_name)
• Company (set default if not collected)

Step 4: Set Options

• Duplicate Handling: Update existing
• Assignment Rule: Use active rule
• Owner: Round-robin or specific user
• Lead Source: Set to "Web" or dynamic

📧 Example: Mailchimp Integration

Step 1: Add Mailchimp Step

1. Add Step → Delivery → Mailchimp
2. Name it "Add to Newsletter"

Step 2: Connect Account

1. Click Connect Mailchimp
2. Log in to Mailchimp
3. Authorize access
4. Select your account

Step 3: Configure List

List Selection:

• Choose your audience/list
• Or map dynamically based on data

Field Mappings:

email      → EMAIL (required)
first_name → FNAME
last_name  → LNAME
phone_1    → PHONE
state      → STATE

Subscription Settings:

• Status: Subscribed
• Marketing permissions: Based on consent
• Tags: Add based on source/campaign

🧪 Testing Your Integration

Step 1: Use Test Mode

Before going live:

1. Enable Test Mode on the integration
2. Send a test lead
3. Verify it appears correctly
4. Check field mapping

Step 2: Send Test Lead

From your flow:

1. Click Test button
2. Fill in sample data
3. Submit test lead
4. Check the Events tab

Step 3: Verify Delivery

Check your destination:

• Lead appears in CRM?
• Contact added to email list?
• All fields mapped correctly?
• No duplicate created?

Step 4: Test Edge Cases

Don't forget to test:

• Missing optional fields
• Invalid data formats
• Duplicate submissions
• API errors/timeouts

🚫 Common Issues and Solutions

"Authentication Failed"

Symptoms: 401 or 403 errors

Solutions:

1. Re-authenticate the integration
2. Check API key hasn't expired
3. Verify permissions are correct
4. Try in a private browser

"Required Field Missing"

Error: "Company is required"

Solutions:

1. Map the field if available
2. Set a default value
3. Make field required in your source
4. Use conditional logic

"Invalid Field Value"

Error: "State must be 2-letter code"

Fix with transformation:

California → CA
Texas → TX
New York → NY

"Duplicate Record"

Solutions:

1. Enable update mode
2. Set unique identifier
3. Check duplicate settings
4. Use upsert operation

💡 Best Practices

Field Mapping

Do:

• Map all available fields
• Use consistent naming
• Document custom mappings
• Test edge cases

Don't:

• Leave required fields unmapped
• Assume field formats
• Ignore case sensitivity
• Skip testing

Error Handling

Always Configure:

• Retry attempts (3-5)
• Retry delays (exponential)
• Failure notifications
• Backup delivery method

Performance

Optimize for Speed:

• Minimize field mappings
• Use batch where available
• Enable caching
• Monitor response times

🎯 Integration Checklist

Before activating:

• Authentication working
• All required fields mapped
• Test lead delivered successfully
• Response parsing configured
• Error handling set up
• Retry logic enabled
• Documentation complete
• Team members trained

🔄 Next Steps

After Your First Integration

1. Add More Integrations

   • Email verification
   • Phone validation
   • Duplicate checking

2. Configure Advanced Features

   • Conditional routing
   • Multi-step delivery
   • Failover options

3. Monitor Performance

   • Set up alerts
   • Track success rates
   • Optimize slow steps

Common Second Integrations

Data Quality:

• Email verification
• Phone validation
• Address standardization

Compliance:

• TrustedForm
• DNC checking
• Age verification

Enhancement:

• Demographic append
• Lead scoring
• Social matching

📚 Related Documentation

• Configuring Delivery - Advanced delivery options
• Data Mapping - Complex field transformations
• Integration Directory - All available integrations

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🎯 Integration Success: Your first integration is the gateway to automated lead flow. Take time to test thoroughly - a well-configured integration saves hours of manual work!