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InfutorData Identity Completion integration

Alex Wolfe
Alex Wolfe
  • Updated

Feature Snapshot

Summary:
The InfutorData Identity Completion integration adds an enrichment step to your LeadConduit flow. When a lead comes in with a partial record, InfutorData resolves it against its identity graph and appends verified names, addresses, phone numbers, and emails tied to that same person.

Key Benefits:

  • Fills gaps in incoming leads so downstream steps and buyers get a fuller record.
  • Lets you choose which enrichment categories to append, so you only store the data you need.
  • Runs inside the flow as a step you configure with its own credentials and failure handling.

Typical Use Cases:

  • Completing sparse web-form leads before you deliver them to a buyer.
  • Appending a verified phone or email when the source only provides a name and address.
  • Standardizing lead records across sources by pulling from a single identity graph.

How Identity Completion works

InfutorData offers more than one integration. Identity Completion is the one that resolves and completes consumer identities: given a partial record, it appends verified names, addresses, phone numbers, and emails linked to the same individual in the InfutorData identity graph. You add it as an integration step, authenticate with your InfutorData credentials, pick the enrichment categories to return, and decide what the flow does when InfutorData returns a failure response.

Step‑by‑Step Instructions

Step 1. Add an integration step to your flow

  • Goal: Open the step picker and start adding an integration.
  • Context: Identity Completion runs as a step inside an existing flow, so you begin from the flow you want to enrich.

Instructions:

  1. Open your flow.
  2. Click Add to Flow in the top right.
  3. Under Steps, click Integration.

Expected Result:
The “Add an Integration” search dialog opens.

Add to Flow menu with Integration highlighted under Steps

Step 2. Find and select InfutorData

  • Goal: Locate the InfutorData integration.
  • Context: The search matches on the vendor name, so a few letters are enough.

Instructions:

  1. In the search box, type InfutorData.
  2. Select the InfutorData tile.

Expected Result:
The InfutorData integration is selected and you move to the integration selector.

Add an Integration dialog with the InfutorData tile shown for the search term

Step 3. Choose the Identity Completion integration

  • Goal: Pick Identity Completion from InfutorData’s available integrations.
  • Context: InfutorData offers several integrations (Attributes and Identity Scoring among them). Identity Completion is the one that appends verified contact data.

Instructions:

  1. Select InfutorData Identity Completion.
  2. Click Next.

Expected Result:
The InfutorData authentication dialog opens.

Select Integration dialog with InfutorData Identity Completion selected

Step 4. Enter your InfutorData credentials

  • Goal: Authenticate the integration with your InfutorData account.
  • Context: Account Code and Bearer Token are required; the Audit Profile Key and Agency Code are optional and only needed if InfutorData issued them to you.

Instructions:

  1. Enter your Account Code (lac).
  2. Enter your Bearer Token.
  3. If you have them, enter the optional Audit Profile Key (lak) and Agency Code.
  4. Click Confirm.

Expected Result:
InfutorData accepts the credentials and moves you to the enrichment settings. If you need help finding these values, use the How do I get my InfutorData credentials? link in the dialog.

InfutorData Authentication dialog with Account Code, Bearer Token, and optional fields

Step 5. Choose the enrichment categories to return

  • Goal: Decide which categories of data InfutorData appends.
  • Context: Deselecting a category returns no data for it, which keeps that PII out of your flow. All categories are selected by default.

Instructions:

  1. Review the categories: Names (first, middle and last name, suffix), Addresses (street address, city, state, zip), Phones (phone number, line type and carrier), and Emails (email address and deliverability).
  2. Leave a category checked to return it, or uncheck it to skip it.
  3. Click Continue.

Expected Result:
The failure-handling step opens.

Enrichment category checkboxes for Names, Addresses, Phones, and Emails

Step 6. Set the failure behavior

  • Goal: Tell the flow what to do when InfutorData returns a failure response.
  • Context: This controls whether a failed enrichment stops the lead or lets it keep moving through the flow.

Instructions:

  1. Choose one option:
    • Stop processing the lead and mark the lead as failure — the lead does not continue past this step.
    • Continue processing the lead — the lead moves on even without enrichment.
  2. Click Add to Flow.

Expected Result:
The integration is configured and added to your flow.

Failure-response options with Stop processing recommended

Step 7. Confirm the step was added

  • Goal: Verify Identity Completion now appears as a step.
  • Context: The new step shows in the flow’s Steps list, where you can open it later to adjust field mappings, step criteria, or other settings.

Instructions:

  1. Look for InfutorData - Identity Completion in the Steps list.
  2. Click it to review its module, field mappings, and other settings.

Expected Result:
InfutorData - Identity Completion appears as a numbered step in your flow.

InfutorData - Identity Completion added as step 1 in the flow

Step 8. Save the flow

  • Goal: Make the new step live.
  • Context: Adding the step stages it in the flow builder. Saving is what deploys the change to your running flow.

Instructions:

  1. Click Save in the top right.

Expected Result:
Your flow is saved and now runs with the InfutorData Identity Completion step in place.

Validation & Monitoring

  • Test the Setup: Use Test Flow to send a sample lead and confirm InfutorData appends the categories you selected.
  • Where to Monitor: Open the step to check its field mappings, and watch the flow’s events to see the enrichment result on live leads.

Best Practices

  • Only keep the enrichment categories you actually use downstream. Deselecting the rest keeps extra PII out of your flow.
  • Keep the failure behavior on Stop processing when the enriched data is required for the buyer or later steps, so incomplete leads do not move forward.
  • Store your InfutorData credentials before you start so the authentication step goes quickly.

Troubleshooting

Symptom / Error Likely Cause Resolution
Authentication fails at the credentials step Wrong Account Code or Bearer Token Re-enter the values and confirm them with InfutorData. Use the “How do I get my InfutorData credentials?” link for guidance.
Leads are marked as failure at this step InfutorData returned a failure response and the step is set to stop processing Confirm this is the behavior you want. To let leads continue without enrichment, change the setting to “Continue processing the lead.”
Expected fields are not appended The category was deselected during setup Open the step, return to the enrichment categories, and re-select the category you need.

Frequently Asked Questions (FAQ)

Q: Are all four enrichment categories required?
A: No. Every category is selected by default, but you can deselect any you do not need. Deselected categories return no data.

Q: Can I change the settings after adding the step?
A: Yes. Open the InfutorData - Identity Completion step in your flow to adjust its field mappings, step criteria, caps, and other settings.

Glossary

Term Definition
Identity Completion The InfutorData integration that appends verified contact data to a partial lead record.
Identity graph InfutorData’s linked set of consumer identity data used to resolve and complete a record.
Enrichment category A group of appended fields (Names, Addresses, Phones, Emails) you choose to return.
Account Code (lac) The required InfutorData account identifier used to authenticate the integration.
Bearer Token The required InfutorData credential that authorizes API requests.
Failure response The result when InfutorData cannot complete an identity; the step’s setting decides whether the lead stops or continues.

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