Due to new GDPR requirements, leads or contacts who have opt-ed out out of InfusionSoft will be rejected when you transfer from LeadsHook.
Category: Lead Distribution
Send SMS Directly Out of LeadsHook
Introduction: In this article you’ll learn about to setup and use the SMS Notification Node You’ll need the following… TWILIO SETUP Step 1: Buy a phone number Step 2: Step up the SMS Service Now please test your step up from INSIDE Twilio. Do NOT proceed further unless you get an SMS on your phone. […]
How to Transfer, Sell or Present Your Leads to Multiple Buyers, Affiliates or Offers…
Introduction: All about Lead Distribution to Daisy-Chain ESP Node, API Node & ESP Nodes In this video…
The Complete Leads Distribution Training
Video 1: 7 Ways to Distribute Your Leads Video 2: Distribution Rules and Decision Tree Setup Video 3: How to Randomly Distribute Leads Video 4: How to Sequentially Distribute Leads (round robin) Video 5: How to Distribute Leads Based on Responses & Answers. Video 6: How to Setup Notifications To Control The Number of Leads […]
How to Pre-populate Calendly Fields From Data Captured Using LeadsHook
Introduction: This guide will demonstrate how you can pass variables into an embedded Calendly calendar using data gathered with LeadsHook. This process allows you to pre-fill your Calendly fields for a streamlined user experience. Prerequisites: Required: Additional Resources: For further guidance on this process, consult this Calendly Help article. https://help.calendly.com/hc/en-us/community/posts/360009519493-adding-contact-details-from-URL Conclusion: By integrating LeadsHook with Calendly, […]
Transfer Your Leads from LeadsHook to Google Sheets using Zapier
Introduction: This guide explains how to integrate LeadsHook with Google Sheets using Zapier. By following this step-by-step process, you can transfer leads from LeadsHook to Google Sheets. Additionally, this guide highlights a peculiar behavior observed in Zapier which could potentially be a bug. Prerequisites: NOTE: THIS DIRECT INTEGRATION METHOD ALSO APPLIES TO SENDING DATA TO […]
How to Troubleshoot Leads Transfer to Your Email Service Provider (ESP)
Introduction: This guide outlines steps to troubleshoot when your leads are not transferring as expected to your Email Service Provider (ESP) or Customer Relationship Management (CRM) system. Prerequisites: Step 1: Check ESP Limits Step 2: Verify Form Attachment and Opt-in Settings Step 3: Inspect ESP Connection in LeadsHook Step 4: Examine Field Mapping Step 5: […]
Complete Guide to Lead Distribution from LeadsHook
Introduction: This guide walks you through the seven methods available in LeadsHook for lead distribution. You can use a combination of these methods based on your specific needs. 1. Direct Integrations We have direct integrations with the following ESPs Active Campaign UPDATE: 1 Jun 2022 Forms have been moved to in the Active Campaign user […]
