Pipeline Success Integration

PRICING

Standard Transactional Pricing

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VERSION

0.1.4

ADDITIONAL INFO

Pipeline Success Website

Overview

Dedicated exclusively to matching senior care providers with consumers actively seeking their services.

Appended Fields

Pipeline Success will append the following data to your lead.

Appended FieldDescription
Outcome
Integration outcome. Success, failure or error
Reason
If the outcome is failure, this is the reason why.
Internal Lead Id
The unique lead id from Pipeline Success.

Fields

The following fields are used by this integration and automatically added to your flow when missing.

FieldDescription
First Name
Required fieldPipeline Success needs this data to function.
First name
Last Name
Required fieldPipeline Success needs this data to function.
Last name
Email
Required fieldPipeline Success needs this data to function.
Email
Address 1
Address 1
Address 2
Address 2
City
City
State
State
Postal Code
Required fieldPipeline Success needs this data to function.
Postal code
Phone 1
Required fieldPipeline Success needs this data to function.
First telephone number
Phone 2
Second telephone number
Age
Age
Gender
Gender, must be M or F
Care Type
Required fieldPipeline Success needs this data to function.
Type of care, one of: assisted_living, alzheimers, nursing_home, 55_retirement, in_home, independent
Finance
Finance method, one of: private_pay,lt_insurance, combo, other, public_only
Who For
Required fieldPipeline Success needs this data to function.
The person in need of care, one of: self, parent, spouse, couple, grandparent, other
When Move
Timeframe for move, one of: immediately,3-6months,6-12months
Search Zip
Required fieldPipeline Success needs this data to function.
Zip code where the prospect is interested in finding care, if different from their mailing address zip
Care Level
Level of care needed, one of: minimal_care, basic_care, daily_care, 24hour_care
Living Situation
Current living situation, one of: home_alone, home_family, hospital, retirement_community, assisted_living
Services
Services need, one or more of: meal_preparation, housekeeping, bathing_dressing, medication, transportation, toileting, alzheimers_dementia, respite_care, hospice_care, other
Trustedform Cert Url
The URL pointing to this lead's TrustedForm Certificate
Trustedform Required Language Present
True or false

Custom Input Variables

The following are configuration options (typically not collected with lead data).

VariableDescription
Pipeline Success AfidPipeline Success client afid
Pipeline Success CidPipeline Success client cid
Timeout SecondsProduce an "error" outcome if the server fails to respond within this number of seconds (default: 360)