Overview

Administrate is a complete training management system, delivered from the cloud, that helps companies manage learners, increase course bookings, and deliver better training. Lead Liaison's Lead Management Automation (LMA)™ platform connects with Administrate to send qualified, nurtured leads directly into Administrate's CRM. 

Adding the Connector

The Administrate Connector is located in Lead Liaison's App Cloud. To access the App Cloud go to Settings > Integrations > App Cloud. Search for "Administrate", and click the Install button. 

Creating New Records in Administrate

New records in Administrate are created as Opportunities. To create a new opportunity in Administrate use the Sync to Administrate automation action or a similar Fulfillment Action, also named Sync to Administrate.

New records in Administrate are created with the following format XXXX - FirstName LastName, where XXXX is a four digit score value. This nomenclature is used to simplify sorting from within Administrate. If no first name or last name exists, then we use the person's email address as the second part of the opportunity pattern: XXXX - EmailAddress

Settings on the automation actions described below are saved into the Details section of the Administrate Opportunity. Lead Liaison Prospect information (name, title, email, etc.) are saved into the Person Details section of the Administrate Opportunity.

Sync to Administrate Automation Action

When creating a new Opportunity Record in Administrate the following fields are required:


For the required field, company, we use the value assigned to the selected Region.


Sync to Administrate Fulfillment Action

The Fulfillment Action offers the same options as the automation action. A screenshot of the Fulfillment Action is shown below. 

Example Use Case

In the example below marketing creates, nurtures, and qualifies leads until they reach a specific Lead Score. Automation, Lead Scoring (Custom and Out of the Box), and the Administrate Connector are all key facilities used to create this workflow. 

Fulfillment Actions cannot use additional criteria to make business decisions. To get more advanced, send the lead to an automated workflow (Action-based Automation) which also uses the Sync to Administrate action; however, in this case - you'll be able to wrap additional business logic around the action to create the new record in Administrate using the desired attributes.