Lead Delivery: Begin here Follow

All Things Lead Delivery

"My client wants me to integrate my leads".

"I need to send my leads to Marketo, Eloqua, and Salesforce. Leads from one Target Account List need to go to this Marketo list, and leads from another Target Account List need to go to another list. I have no idea how to do any of this! Help!"

Sending leads to a specific endpoint is a key requirement for most campaigns, and with many potential endpoints with different requirements and processes, it can be very daunting. This article aims to help you on your way, giving you a solid foundation to implement and test a full lead delivery.

📝 Top Tips

• Each integration has key components which you need - knowing these components is the secret!
• There are no restrictions on the number of integrations you can set up on a campaign
• If a field is required for the setup it will be either duplicated or provided by the client
• Once an integration has been set up, you can duplicate or import this across other campaigns
• When setting up a new integration, always test to make sure it flows correctly!

⚙️ Field Mapping

Field mapping is required on ALL integrations. This allows you to map the fields you have collected into Convertr to those required by the client. This allows the platform to send processed data into the correct fields.

When creating or checking current integration, ensure that the mapping is set up correctly.

🔗 How To Set Up Integrations Faster

If a campaign is already running an integration you can duplicate the campaign to pull this information across to a new campaign OR you can use the ‘Import Settings’ button to choose from a separate campaign to pull that integration in. We recommend doing this as much as possible as it will help you to pre-populate fields and you can simply update as needed.

By importing the integration or duplicating your campaign, you will create a new version of your integration; you will not edit the original if you edit this new version.

🪧 Integration Resources