LeadPerfection Integration
Overview
CRM for managing companies in the Home Remodeling and Home Services industries.
Feedback
Create Lead (deprecated)
Add Lead
Feedback
Appended Fields
LeadPerfection will append the following data to your lead.
| Appended Field | Description |
|---|---|
Id | The lead identifier that the source should reference |
Outcome | The outcome of the transaction (default is success) |
Reason | If the outcome was a failure, this is the reason |
Price | The price of the lead |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Type | The type of feedback being given |
| Reason | The reason for or status of the feedback |
| Error Msg | Detail of any error that occurs while handling feedback |
| ProspectID | LeadPerfection prospect ID |
| EventID | LeadConduit event ID |
| LeadNumber | Lead number |
| LogNumber | Log number |
| FirstName | First name of the lead |
| LastName | Last name of the lead |
| Address1 | Address of the lead |
| City | City of the lead |
| State | State of the lead |
| Zip | Postal code of the lead |
| Phone | Phone number of the lead |
| Email of the lead | |
| DateReceived | Date received |
| EntryDate | Entry date |
| SalesRep | Sales rep |
| Setter | Setter |
| Prod | LeadPerfection product ID |
| Source | Source name |
| SubSource | Sub-source name |
| SRS ID | LeadPerfection SRS ID |
| Dispo | Current disposition of the lead; the feedback reason |
| CallsCount | Number of calls made since the lead was received |
| ApptDate | Current appointment date on the lead |
| EverSet | If the lead ever had a set appointment |
| EverGrossIssue | If the lead ever issued |
| EverDemo | If the lead ever demoed |
| Sold | If the lead ever sold |
| Gross | Gross |
| PrimaryJobStatus | Primary job status |
| Method | Method code (X: deleted, A: added, M: merged with an existing record) |
| Ikr Id | Internal ID for the reason the inbound lead was deleted/killed |
| Ikrdescr | Description for the ikr_id |
| Inq Id | LeadPerfection inquiry ID |
| RecType | Record type |
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) |
| Custom | custom/wildcard |