To create a Custom Activity do the following:
The code example below is an API call in PHP used to invoke a custom activity. In this example, we're logging a custom activity when a phone call is received.
<?php $request_parameters = array( "id" => "[PROSPECT_ID]", //"email" => "[PROSPECT_EMAIL]", "activity_identifier" => "phone_call__c", //[ACTIVITY_IDENTIFIER] "activity_info" => "Phone call", //[ACTIVITY_INFO] "activity_fields_data" => array("number__c" => "(888)-895-3233", "duration__c" => "35m 45sec") //[ASSOCIATIVE ARRAY OF FIELD IDENTIFIERS AND VALUEs] ); $ch = curl_init (); curl_setopt ( $ch, CURLOPT_RETURNTRANSFER, 1 ); curl_setopt ( $ch, CURLOPT_VERBOSE, 1 ); curl_setopt ( $ch, CURLOPT_HEADER, 1 ); curl_setopt ( $ch, CURLOPT_USERAGENT, USER_AGENT ); curl_setopt ( $ch, CURLOPT_SSL_VERIFYPEER, false ); curl_setopt ( $ch, CURLOPT_POST, 1 ); curl_setopt ( $ch, CURLOPT_POSTFIELDS, json_encode ( $request_parameters ) ); $url = "https://api.leadliaison.com/v1.0/prospects/add_activity.json?api_key=[api-key]"; curl_setopt ( $ch, CURLOPT_URL, $url ); $response = curl_exec ( $ch ); $header_size = curl_getinfo ( $ch, CURLINFO_HEADER_SIZE ); $this->header = substr ( $response, 0, $header_size ); $body = substr ( $response, $header_size ); //echo $body; curl_close ( $ch ); exit(); ?>
Custom activities along with their details get logged into a Prospect's Profile. In the example below, we can see the pizza order that was logged when the prospect clicked a button on the web page.
To manage your Custom Activities navigate to Admin > App Setup > Custom Activities.
Trigger any combination of activities using Fulfillment Actions when a Custom Activity is called. Simply click Actions under the Actions menu to invoke a Fulfillment Action and set it up.
Lead Liaison makes it easy to use Custom Activity data in automations, segmentations, etc. as criteria. Last Custom Activity Date and Assigned Custom Activity are two criteria that can be used in the system. Note, this criteria is available for Prospects clicking Tracking URLs created after November 20th, 2016.