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Setting Up Single Sign-On (SSO) with Lead Liaison

The SSO setup process go through To set up SSO with Lead Liaison, you'll need to coordinate with our support team. Below is a summary of the process:

Process Summary

  1. Add a Dummy Entry: Create a placeholder (dummy) entry for us into Lead Liaison in your SSO platform (e.g., Okta, Entra, OneLogin, Oneloginetc.. etc) and ). Once done, provide our support team with your the Identity Provider (IdP metadata for it.We parse out ) metadata associated with this entry.
  2. Metadata Parsing: Our team will extract the EntityID and signing certificates from the IdP metadata you provided.​
  3. We then create our SP metadata and provide SP Metadata Creation: We will generate our Service Provider (SP) metadata and send it back to you so you can pull out the ACS . You will then need to extract the Assertion Consumer Service (ACS) URL and login URLs from this metadata and put input them back into their your SSO platform.