Add-Ons Overview

Feature Snapshot

Summary:
Add-On Integrations are pre-built connectors managed by ActiveProspect that append or validate lead data without requiring you to set up third-party credentials. These integrations work seamlessly within LeadConduit to enhance your lead data with customer insights, address verification, compliance documentation, and more.

Key Benefits:

• Instantly enrich or validate leads with additional data for improved decision-making.
• Simplify setup using pre-configured integrations that include automatic field mapping and billing transparency.
• No need to manage third-party API credentials—ActiveProspect handles the connection.
• Predictable billing based on per-data-point or per-transaction pricing.

Typical Use Cases:

• Appending demographic, property, and compliance data (e.g., Fenris Digital’s Customer 360) to leads.
• Validating contact information with integrations like TrustedForm and phone/address verification services.
• Enhancing lead data quality via external sources (e.g., BriteVerify, Trestle) before delivery.

Step-by-Step Instructions

1. Access Your Flow:
   Open your LeadConduit flow and navigate to “Edit Flow”.

2. Add an Integration Step:
   Click the “Add to Flow” button and select “Add-Ons” from the step type menu.

3. Search for the Desired Add-On:
   In the Add-On list, locate the integration you need (for example, Fenris Digital: Customer 360 or BriteVerify: Address Verification).

4. Select and Configure:
   Click on the chosen integration and follow the configuration prompts. You may need to confirm service options, select specific fields for data appending, or review billing details for per-field charges.

5. Save the Step:
   Click “Finish” or “Confirm” to add the Add-On integration step to your flow.

Expected Result:
The new Add-On integration step appears in your flow. As leads pass through this step, the integration automatically appends or validates data from the external provider.

Validation & Monitoring

• Test the Setup:
  Submit test leads that reflect both typical and edge-case scenarios. Verify that when a lead passes through an Add-On step, the appended fields (for example, customer insights or address verification results) populate correctly.

• Where to Monitor:
  Check the Events tab in LeadConduit and any integration-specific dashboards or log files to track integration outcomes such as “success”, “failure”, or “error”.

Best Practices

• Plan Your Flow Strategically:
  Position Add-On integrations after basic acceptance criteria and before final recipient steps so that enriched or validated data can inform lead routing decisions.

• Review Billing Details:
  Understand the pricing model for each Add-On integration (such as per-field charges) to manage costs effectively.

• Utilize Pre-Mapped Integrations:
  Take advantage of managed Add-On integrations for popular services to simplify configuration and minimize mapping errors.

• Document Field Mappings and Configurations:
  Maintain clear records of how appended fields are delivered, making troubleshooting easier and ensuring consistent lead quality over time.

• Test and Monitor Regularly:
  Use test leads to validate integration performance continually; adjust mapping, filtering, or placement in your flow if error rates increase or lead quality issues arise.

Troubleshooting

Frequently Asked Questions (FAQ)

What exactly are Add-On Integrations?

Add-On Integrations are pre-built, managed connections provided by ActiveProspect that enable you to append or validate lead data instantly without requiring you to handle third-party credentials.

Why are Add-On Integrations important?

They simplify the integration process, reduce implementation time, and provide consistent data enrichment and validation with predictable billing, improving overall lead quality.

How do I use an Add-On Integration?

Open your LeadConduit flow, add a new “Add-On” step in the Steps list, search for and select the desired integration, follow the configuration prompts, and save the step. The integration will then append or verify data automatically as leads pass through.

Glossary

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