This overview will teach you how to create and configure the new lead aggregator.


Creating New Lead Aggregator


When a new Lead aggregation company comes onboard to sell leads to your organization, you need to setup the lead aggregator in salesforce for the lead aggregator to be able to send leads to Lapp API.


1. Go to Application Menu > {Lapp} Configuration > Lead Aggregators > New



2. Configure the below parameters as per the business requirement.

  • Salesforce User(User to send leads to lapp API for authentication)
  • Lead Quota ( Limits the number of leads that you buy per aggregator)



3. Set Quota Reset Frequency and cost per lead.

  • If the quota frequency is selected as DAILY, Lapp API will allow leads flow daily based on the number as configured, else a static value based on which the leads will be blocked after the quota is reached.
  • Cost per lead configuration is used on the Admin dashboard to show the total amount saved by not buying invalid leads.



4. Enable Territory Management

  • Enable the territory management to buy the leads only from certain territories configured


5. Enable API Call Back

  •     Enable API Callback, if the lead aggregator opt to receive the response from lapp API with details on leads rejected due to various reasons.

** As of now lapp API only supports Basic authentication to the callback URL.


6. Select The Fields

  • Use the drag and drop interface to select the fields that you want the lead aggregator to send to Lapp API.
  • ** Fields colored in RED are mandatory fields for lead creation on your instance, if the values of those fields are not provided, lapp will take those values from the default configuration.

7. Preview JSON

  •     Preview JSON link will show you the JSON post message that will be posted to the Lapp API based on the field selection configuration.