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Overview


When available, Lead Liaison automatically populates and continuously synchronizes the:

  • Name of the Lead. This is the value of the "Name" field.
  • Company the Lead works for. If they are visiting your website remotely the name of the user's Internet Service Provider (ISP) will be listed here. Your Lead Liaison Administrator may enable a setting to ignore ISP leads wherein leads coming from an ISP will not be captured and synchronized into Salesforce.com. This is the value of the "Company" field.
  • Phone number of the Lead. By default, the phone number used is the phone number for the headquarters of the company the Lead works for. This is the value of the "Phone" field.
  • Email address of the Lead. This is the email address used in Send & Track, Connector (Closed-Loop Email Campaign) or an email defined by the Lead Liaison User at the time of syncing. This is the value of the "Email" field.
  • Rating of the Lead. Your Lead Liaison Admin will define Scoring Categories of "Cool, Warm, or Hot" based on your scoring ranges. For example, your Lead Liaison Admin may define 0-38 as Cool, 39-60 as Warm, and 61-100 as Hot. If the Lead has a score that falls within any of these three ranges then the Rating field will show "Cool, Warm or Hot". This is the value of the "Rating" field.


Additional Information


When available, Lead Liaison automatically populates and continuously synchronizes the:

  • Number of employees at the Company the Lead works for. This is the value of the "No. of Employees" field.
  • Annual revenue of the Company the Lead works for. This is the value of the "Annual Revenue" field.
  • Description of the Company the Lead works for. This is the value of the "Description" field.
  • Who the Lead was created by. If the Lead was manually synced to Salesforce.com the User listed here is the Lead Liaison User who made the sync. In Lead Liaison, the User adds their Salesforce.com credentials which identifies to Lead Liaison who made the sync and who to add to this field. This is the value of the "Created By" field.
  • Source of the Lead. If the Lead was created by Lead Liaison possible values will be:** "Lead Liaison – Send and Track" (created by turning auto-create for Send and Track emails on in Lead Liaison or by a manual sync if the visitor's first visit was initiated by a Send and Track email).
    • "Lead Liaison – Connector" (created by turning auto-create for Connector emails on in Lead Liaison or by a manual sync if the visitor's first visit was initiated by an email campaign from Connector).
    • "Lead Liaison" (created from a manual sync from Lead Liaison)

This is the value of the "Lead Source" field.

  • Industry of the Company the Lead works for. This is the value of the "Industry" field.
  • Date and time the Lead was last modified. Lead Liaison synchronizes with Salesforce.com every 5 minutes. Most likely, this value will reflect the date and time of the last sync. This is the value of the "Last Modified By" field.


Lead Liaison Marketing Data


When available, Lead Liaison automatically populates and continuously synchronizes the:

  • Score of the Lead. The Score is used to help Sales qualify a Lead. The value will range from 0 (blank) to 100. This is the value of the "Lead Liaison Score" field.
  • Total number of web visits. This is the total number of days the Lead has visited your website. For example, if the Lead was on your website yesterday then they returned today this field would have a value of 2. The higher the value the more interested the Lead is in your solution. This is the value of the "Total Web Visits" field.
  • Where the lead came from. This is the link or URL that the Lead clicked to land on your website. This is the value of the "Original Referral Source" field.
  • Date and time of the last sync to Lead Liaison. Lead Liaison synchronizes with Salesforce.com every 5 minutes. Most likely, this value will reflect the date and time of the last sync. This is the value of the "Last Sync to Lead Liaison Web App" field.
  • The date and time of the Lead last visited your website. This is the value of the "Last Web Visit" field.
  • Total time the lead spent on your website on their last visit. This is the value of the "Total time spent on last visit" field.
  • The last search engine used by the Lead to locate your website. For example, Google, Yahoo!, etc. This is the value of the "Last Search Engine" field.
  • The last keywords used by the Lead to locate your website. This is the value of the "Last Search Phrase" field.


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