LeadPerfection integration

Feature Snapshot

Summary:
LeadPerfection integration allows you to post leads from LeadConduit directly into a LeadPerfection CRM account using a pre‑configured standard mapping.

Key Benefits:

• Seamless, out‑of‑the‑box lead transfer to LeadPerfection
• Flexibility to customize the delivery endpoint, including client‑specific URL (with subdomain), credentials, and field mappings
• Ability to send additional information—such as specific source IDs, productid values (case‑sensitive), and TrustedForm certificate data—when required

Typical Use Cases:

• Automatically routing leads from LeadConduit flows into a LeadPerfection account for timely follow‑up
• Customizing lead submissions for clients with non‑standard LeadPerfection requirements
• Capturing and attributing lead source and product information accurately for performance reporting

How the LeadPerfection integration works?

The LeadPerfection integration operates by offering a standard method for posting leads, with a pre‑configured recipient step in LeadConduit that automatically maps common fields to those expected by LeadPerfection.

Step‑by‑Step Instructions

1. Add a LeadPerfection Recipient Step:
   In your LeadConduit flow editor, navigate to the “Add to Flow” menu and click on “Integration”. From the integrations list, select “LeadPerfection” to add the LeadPerfection recipient step.

   

2. Name your Recipient:
   Assign a name to your new Recipient and add a description if needed; this will help you identify it in case you are delivering leads to different LeadPerfection accounts.

   

3. Authorize LeadPerfection:
   When prompted, authorize LeadConduit by typing your LeadPerfection credentials (username and password). Use credentials created for your company (not an existing user) and make sure the username has API access checked; this is also needed to enable Conversion Feedback later in the recipient configuration.

   

4. Configure the Integration Settings:
   Then, enter your LeadPerfection Client ID. This value is effectively the database name for the brand and is unique to each brand; it will be used in the sending URL.

   

5. Optional: Configure Conversion Feedback:
   Enable “Conversion Feedback” by checking the specified box which will allow you to receive status updates as feedback into LeadConduit shortly after the time of a conversion (data is usually received within approximately an hour of being updated in LeadPerfection).

   

6. Save and Review Your Setup:
   Save the integration settings and verify that LeadPerfection appears as the selected recipient in your flow’s configuration. Confirm that all mappings and authentication details are correct.

7. Activate and Test Your Flow:
   Activate your flow so it begins processing incoming leads. Submit a test lead to ensure that LeadPerfection is called, and that a new record is created or an existing record is updated with the mapped data.

Expected Result:
Leads will be received in the client’s LeadPerfection account with all required fields mapped accurately.

Validation & Monitoring (optional)

• Test the Setup:
  Send a sample lead from the flow and verify on both the LeadConduit Events screen and within the LeadPerfection account that the lead appears with complete field mapping.

• Where to Monitor?:
  Monitor integration status in the LeadConduit flow’s Events tab and verify lead receipt in the LeadPerfection dashboard.

Best Practices

• Always verify that the custom URL includes the correct client subdomain and that the URL is entered accurately.
• Confirm your LeadPerfection username/password and any required parameters (SRS ID and Product ID) are correct and entered exactly (they’re case-sensitive). Create API credentials specifically for your company (not for an existing user) directly in LeadPerfection, ensure the username has API access checked, and confirm the credentials have access to the Get ActiveProspect Leads endpoint.
• When including TrustedForm data, obtain clear instructions from client support to ensure the custom field mapping is configured correctly.
• Test the integration thoroughly using sample leads before going live to avoid data mapping or authentication issues.

Troubleshooting

Want more guidance?

Review the Frequently Asked Questions article for additional setup details, common configuration scenarios, and troubleshooting tips.

Glossary

• leadperfection-recipient.png80 KB
• leadperfection-integration.png60 KB
• leadperfection-auth.png30 KB
• leadperfection-name.png50 KB
• leadperfection-feedback.png80 KB
• leadperfection-configuration.png20 KB