LeadPerfection Integration
Overview
CRM for managing companies in the Home Remodeling and Home Services industries.
Create Lead (deprecated)
Add Lead
Create Lead (deprecated)
Add a Lead to the LeadPerfection platform
Appended Fields
LeadPerfection will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | Did LeadPerfection accept this lead? |
Reason | If the outcome is a failure, this is the reason |
Fields
The following fields are used by this integration and automatically added to your flow when missing.
| Field | Description |
|---|---|
Srs Id | SRS ID |
First Name | First name |
Last Name | Last name |
Email | Email address |
Phone 1 Required fieldLeadPerfection needs this data to function. | Phone 1 (home) |
Phone 2 | Phone 2 (cell) |
Address 1 | Address 1 |
Address 2 | Address 2 |
City | City |
State | State |
Postal Code Required fieldLeadPerfection needs this data to function. | Postal code |
Comments | Comments - used only for Easy Climber site/landing pages, otherwise null |
Trustedform Cert Url | TrustedForm cert URL (only used with "addleads" action) |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Leadperfection Subdomain | LeadPerfection subdomain |
| Leadperfection Action | LeadPerfection action to execute, i.e. LeadFormExtraFields or LeadFormTransfer, defaults to LeadFormExtraFields |
| Leadperfection Userid | UID assigned by LeadPerfection |
| Leadperfection Password | Password assigned by LeadPerfection |
| Leadperfection Campaign Media | Campaign Media |
| Leadperfection Campaign Label | Campaign Label |
| Leadperfection Details | Details |
| Leadperfection Dialed Tollfree | Dialed Tollfree - changes depending on LeadPerfection bucket |
| Leadperfection Media1 | Media1 |
| Leadperfection Media2 | Media2 |
| Leadperfection Media3 | Media3 |
| Leadperfection Media4 | Media4 - used to pass Experian phone certainty value |
| Leadperfection Media5 | Media5 - used to pass Experian phone type value |
| Leadperfection Media6 | Media6 |
| Leadperfection Media7 | Media7 |
| Leadperfection Custom | |
| Leadperfection Lead Age | Age of lead (defaults to value of trustedform.age_in_seconds; only used with "addleads" action) |
| Leadperfection Website Origin | Website origin (defaults to value of trustedform.page_url; only used with "addleads" action) |
| Leadperfection Consent Language | Consent language (defaults to concatenated values of trustedform.verify.languages; only used with "addleads" action) |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |
Add Lead
Add a Lead to the LeadPerfection platform
Appended Fields
LeadPerfection will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | Integration outcome (success, failure, or error) |
Reason | If outcome is error, the error reason |
Lead Id | The ID of the lead created by LeadPerfection |
Fields
The following fields are used by this integration and automatically added to your flow when missing.
| Field | Description |
|---|---|
First Name | Lead first name |
Last Name | Lead surname |
Address 1 | Lead address |
City | Lead city |
State | Lead state |
Postal Code Required fieldLeadPerfection needs this data to function. | Lead postal code (ZIP) |
Phone 1 Required fieldLeadPerfection needs this data to function. | Lead phone 1 |
Phone 2 | Lead phone 2 |
Phone 3 | Lead phone 3 |
Product | ProductID - the lead's primary product interest |
Email | Lead email |
Srs Id Required fieldLeadPerfection needs this data to function. | ID of the source and sub source |
Trustedform Cert Url | TrustedForm certificate URL |
Universal Id | Jornaya universal lead token |
Comments | Comments |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Client Id | LeadPerfection client ID, used in posting URL |
| Action | Action to perform in LeadPerfection, defaults to "addlead" |
| Phone2type | LeadPerfection code for lead phone 2 |
| Phone3type | LeadPerfection code for lead phone 3 |
| Proddescr | Product description, if other than ProductID |
| LogNumber | Vendor's unique lead ID |
| Sender | Vendor's company name, defaults to flow source name |
| Sentto | |
| Notes | Information that does not have a field in LeadPerfection, such as user-entered data |
| Pro Id | The employee ID of the promoter who generated the lead |
| Appointment Date | The appointment date |
| Appointment Time | The appointment time |
| Rnk Id | The rank or “grade” of the lead |
| Waiver | True when a DNC waiver is associated with the submitted lead |
| User1 | User field 1 (character field) |
| User2 | User field 2 (character field) |
| User3 | User field 3 (character field) |
| User4 | User field 4 (character field) |
| User5 | User field 5 (character field) |
| User6 | User field 6 (date-time field) |
| User7 | User field 7 (date-time field) |
| User8 | User field 8 (date-time field) |
| User9 | User field 9 (date-time field) |
| User10 | User field 10 (date-time field) |
| User11 | User field 11 (money field) |
| User12 | User field 12 (money field) |
| User13 | User field 13 (money field) |
| User14 | User field 14 (money field) |
| User15 | User field 15 (money field) |
| User16 | User field 16 (integer field) |
| User17 | User field 17 (integer field) |
| User18 | User field 18 (integer field) |
| User19 | User field 19 (integer field) |
| User20 | User field 20 (integer field) |
| HasConsent | True if the vendor has consent |
| ConsentDate | Date of consent |
| ConsentCapturedID | ID of captured consent |
| ConsentLanguage | Consent Language (defaults to concatenated values of TrustedForm Verify 'languages', if available) |
| ConsentMethod | Consent method |
| CallOptIn | Call opt-in |
| CallOptInDate | Call opt-in date |
| TextOptIn | Text opt-in |
| TextOptInDate | Text opt-in date |
| EmailOptIn | Email opt-in |
| EmailOptInDate | Email opt-in date |
| ContactPreference | Contact preference |
| EventID | Event ID; defaults to LeadConduit event ID |
| LeadAge | Age of lead (defaults to value of TrustedForm 'age_in_seconds', if available) |
| WebsiteOrigin | Website origin (defaults to value of TrustedForm 'page_url', if available) |