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

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 Lead Liaison in your SSO platform (e.g., Okta, Entra, OneLogin, etc.). Once done, provide our support team with the Identity Provider (IdP) metadata associated with this entry.

2. Metadata Parsing: Our team will extract the EntityID and signing certificates from the IdP metadata you provided.

3. SP Metadata Creation: We will generate our Service Provider (SP) metadata and send it back to you. You will then need to extract the Assertion Consumer Service (ACS) URL and login URLs from this metadata and input them into your SSO platform.