LEADCONDUIT INTEGRATION
Pipeline Success | Create Lead
Dedicated exclusively to matching senior care providers with consumers actively seeking their services.
SPECIFICATION
Fields & configuration
The exact fields LeadConduit uses, appends, and the configuration options available for this integration.
Appended Fields
Pipeline Success will append the following data to your lead.
| Appended Field | Description |
|---|---|
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.
| Field | Description |
|---|---|
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. | |
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).
| Variable | Description |
|---|---|
| Pipeline Success Afid | Pipeline Success client afid |
| Pipeline Success Cid | Pipeline Success client cid |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |
GETTING STARTED
Add Pipeline Success in three steps
Add the integration
Find Pipeline Success in your LeadConduit flow and add it as a step, no IT or code required.
Map your fields
Match your lead data to Pipeline Success's fields. Required fields are added to your flow automatically when missing.
Route & go live
Match your lead data to Pipeline Success's fields. Required fields are added to your flow automatically when missing.
KEEP EXPLORING
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Start routing leads with Pipeline Success
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