Platforms with Native TrustedForm Integrations

Feature Snapshot

Summary:
Native TrustedForm integrations embed TrustedForm technology directly within partner platforms. This built‑in integrations can use products such as Retain, Insights and Verify eliminating the need for custom API calls and extensive development work.

Key Benefits:

• Reduced integration overhead, leading to faster time‑to‑value and easier implementation for both web publishers and lead buyers
• Improved lead quality, auditing transparency, and actionable data for filtering and bid optimization in lead distribution systems

Typical Use Cases:

• Lead management systems aiming to streamline compliance by automatically retaining certificate data
• Platforms that need to enforce real‑time filtering, bid adjustments, and lead qualification based on TrustedForm results

* Leadspedia natively supports rejecting non-US IP Addresses, lead age greater than a set amount, and domains from a set list. Any other use of Insights may be performed using an Offer Integration. Other platforms may offer limited support for Insights and require customers to ask to determine availability.

Note: Legacy products associated with older API versions may also be available but are not shown as they are no longer supported by ActiveProspect.

How the Native TrustedForm Integrations work

Native integrations are embedded directly into partner platforms—such as LeadConduit, Boberdoo, Phonexa, Lead Prosper, LeadsPedia, leadHOOP, and Zapier—so that the TrustedForm features (Retain for certificate storage, Insights for metadata and page scans, and Verify for consent validation) operate as core functionalities. When a lead is generated, the platform automatically triggers the appropriate API call(s) for you.

Step‑by‑Step Instructions

1. Confirm TrustedForm Account Access:
   • Log into your TrustedForm account and ensure you have activation for the required products (Retain, Insights, and/or Verify).
   • If any product is missing, contact your customer success manager or sales@activeprospect.com to obtain access.

2. Identify Your Platform’s Native Integration:
   • Determine if your lead generation, distribution, or CRM platform supports a native TrustedForm integration.
   • Supported platforms include:
     – LeadConduit
     – Boberdoo
     – Phonexa
     – Lead Prosper
     – LeadsPedia
     – leadHOOP
     – Zapier
   • For platforms not listed, contact your provider to inquire about upcoming support.

3. Review Supported TrustedForm Offerings Per Platform:
   • Consult your platform’s integration guide. For example, on LeadConduit the TrustedForm Add‑On supports all three products; on Boberdoo, Phonexa, Lead Prosper, and LeadsPedia the integration typically supports Retain and limited Insights; while leadHOOP focuses on Retain and Verify, and Zapier only supports Retain.

4. Implement the Native Integration:
   • Configure your platform by adding the TrustedForm integration module or Add‑On according to the platform’s instructions—for instance, add the TrustedForm Add‑On step to your LeadConduit flow or enable the integration via a support ticket in Boberdoo and Phonexa.
   • Map the necessary fields so that the TrustedForm Certificate URL is captured alongside lead data.

5. Test and Validate the Integration:
   • Submit test leads and verify that the TrustedForm certificate is retained, and any filters are applied correctly.
   • Use the platform’s native monitoring dashboard or logging to review certificate data and outcomes.

Expected Result:
Your platform will use the TrustedForm products you specify and enforce and rules/filters you have set up.

Best Practices

• Verify that your TrustedForm account is subscribed to and correctly configured for all required products (Retain, Insights, and Verify) before enabling integration in your platform.
• Test your integration workflows—especially after any platform updates—to immediately identify and rectify any configuration or mapping issues.
• Clearly communicate your criteria and filtering requirements to lead vendors so they can adjust their implementation accordingly.
• Utilize built‑in filtering and routing rules based on TrustedForm outcomes or data to automatically flag or reject leads that do not meet your criteria.

Troubleshooting

Frequently Asked Questions (FAQ)

Q: What is a native TrustedForm integration?
A: It is an integration built directly into partner platforms that incorporates TrustedForm’s certificate retention, insights, and verification functions without requiring external API development.

Q: Why are native TrustedForm integrations important?
A: They streamline lead processing, enhance compliance by automatically capturing consent documentation, and reduce the development overhead needed to integrate TrustedForm into your system.

Q: Which platforms currently offer native TrustedForm integrations?
A: Supported platforms include LeadConduit, Boberdoo, Phonexa, Lead Prosper, LeadsPedia, leadHOOP, and Zapier. If your platform is not listed, please contact your provider for more details on upcoming support.

Q: What TrustedForm offerings are available through these native integrations?
A: Most platforms support TrustedForm Retain for certificate storage. Many also support Insights for retrieving session metadata and page scans, while selected platforms offer Verify for streamlined consent validation. Note that some platforms may support Insights partially with limited data points.

Q: How do I use the native TrustedForm integration on my platform?
A: Typically, you must enable the integration module (for example, by adding the TrustedForm Add‑On in LeadConduit or submitting a support request in platforms like Boberdoo and Phonexa), configure the necessary field mappings, and then test the setup to ensure that certificate URLs and metadata are accurately captured and displayed.

Glossary