1 Overview
- 1.1 Smart Lookup Vs. Standard Lookup
- 1.2 What Data is Looked Up (Field Mapping)
2 Smart Lookup
- 2.1 Adding Smart Lookup to Lead Capture Forms
  - 2.1.1 Enable Smart Lookup
  - 2.1.2 Enable Smart Lookup on Fields
- 2.2 Using Smart Lookup
  - 2.2.1 Adjusting Search After Showing Results
3 Standard Lookup
- 3.1 Setting up Lookup
  - 3.1.1 Customizing The Lookup Search Button Color
  - 3.1.2 Setting Up Lookup For Different Systems
    - 3.1.2.1 My Captello/Lead Liaison Account Lookup
    - 3.1.2.2 HubSpot Lookup
    - 3.1.2.3 Salesforce (Professional) Lookup
    - 3.1.2.4 Marketo Lookup
    - 3.1.2.5 NPI Lookup

Overview

Our Lookup features Smart Lookup and Standard Lookup can be used to lookup contact information in connected databases, such as NPI, your Captello/Lead Liaison account, or your connected CRM/Marketing Automation system.

Smart Lookup Vs. Standard Lookup

Smart Lookup is the newer lookup feature, allowing looking up multiple sources at the same time and selecting between multiple results.

To learn more about Standard Lookup, scroll down to Lookup | Standard Lookup .

For NPI Lookup, refer to NPI Lookup.

	Standard Lookup	Smart Lookup

	Standard Lookup	Smart Lookup
Number of sources to look up at once	One at a time	As many connected sources as chosen
Number or records retrieved	One record based on selected criteria	Select whether all records are retrieved to select from or only the first matched record (can be time saving when priority sources are ranked).
IntelliScan Lookup	Not supported	Supported
Information used to perform a lookup	Email only	A combination of name, email, company and job title can be used.
NPI Lookup Source	Available	Not available
Mobile app/webview	Supported on both	Mobile app only

What Data is Looked Up (Field Mapping)

The following applies for both Smart Lookup and Standard Lookup.

Field mapping depends on the lookup source. Find the details about each source below:

All standard fields

HubSpot Field	Captello Field
Salutation	Salutation
First Name	First Name
Last Name	Last Name
Email	Email
Company Name	Company
Job Title	Job Title
Street Address	Street Address
Mobile Phone Number	Mobile Phone
City	City
Country/Region	Country
Postal Code	Zipcode
State/Region	State/Province
Fax Number	Fax

Marketo Field	Captello Field
First Name	First Name
Last Name	Last Name
Company	Company
Title	Job Title
Address	StreetAddress1
City	City
State	State
Country	Country
Zipcode	Zipcode
Date of Birth	Date of Birth
Industry	Industry
Phone Number	Work Phone
Created	Create Date
Updated	Last Modified Date

Lead Field Mapping:

Salesforce Lead Field	Captello Field
Salutation	Salutation
FirstName	FirstName
LastName	LastName
Email	Email
Description	Description
LeadSource	LeadSource
MobilePhone	MobilePhone
Phone	Phone
Fax	Fax
Status	Status
Company	Company
Title	Title
Website	Website
AnnualRevenue	AnnualRevenue
NumberOfEmployees	NumberOfEmployees
Industry	Industry
Street	Street
City	City
State	State
PostalCode	PostalCode
Country	Country
Id	Id

Contact Fields Mapping:

Salesforce Contact Field	Captello Field
Salutation	Salutation
FirstName	FirstName
LastName	LastName
Email	Email
Title	Title
MobilePhone	MobilePhone
MobilePhone	MobilePhone
HomePhone	HomePhone
Description	Description
LeadSource	LeadSource
Fax	Fax
MailingCity	City
MailingCountry	Country
MailingPostalCode	Zipcode
MailingState	State
MailingStreet	StreetAddress
Id	Text1
OtherCity	Text2
OtherCountry	Text3
OtherPhone	Text4
OtherPostalCode	Text5
OtherState	Text6
OtherStreet	Text7

Account Fields Mapping:

Some of the ‘Accounts’ object fields are pulled into Captello when looking up a Salesforce contact. Below is a table showing the mapping of the ‘Accounts’ object fields.

Salesforce Account Field	Captello Field
Name	Comapny
AnnualRevenue	AnnualRevenue
Industry	Industry
NumberOfEmployees	NumberOfEmployees
Website	Website
Type	Type
Id	Text10
Phone	Text11
Fax	Text12
BillingCity	Text13
BillingCountry	Text14
BillingPostalCode	Text15
BillingState	Text16
BillingStreet	Text17
ShippingCity	Text18
ShippingCountry	Text19
ShippingPostalCode	Text20
ShippingState	Text21
ShippingStreet	Text22
Description	LargeText1

Salesforce (Standard) Lookup allows custom mapping as long as fields are mapped to Captello/Lead Liaison standard fields. Refer to Salesforce (Standard) | Lookup Mapping

If custom mapping isn’t set up, it will use the same mapping as Salesforce (Professional).

NPI Fields	Captello Fields
first_name	FirstName
last_name'	LastName
address_1'	StreetAddress1
address_2'	StreetAddress2
city'	City
state'	State
country_name'	Country
postal_code'	Zipcode
telephone_number'	WorkPhone
fax_number'	Fax
name_prefix'	Salutation
name_suffix'	NameSuffix
middle_name'	MiddleName
gender'	Gender
credential'	Text1
sole proprietor'	Text2
enumeration_date'	Text3
last_updated'	Text4
status'	Text5

Smart Lookup

Smart Lookup is a lead capture feature that allows you to look up records on your connected account of HubSpot, Salesforce and Marketo, in addition to prospects existing on your Captello/Lead Liaison account, and IntelliScan. Other CRM/MA platforms will be supported in the future.

Unlike regular lookup, Smart Lookup allows you to look up multiple sources at the same time, and to retrieve multiple records to choose from.

It also allows you to rank sources, so it would retrieve data from your priority sources first (such as when you have a CRM that has the most recent data).

Adding Smart Lookup to Lead Capture Forms

Enable Smart Lookup

Enable the Smart Lookup toggle on the capture form properties.

Select your preferences
- Use partial search when possible: Allows you to search for partial names. (Eg. “Brad” would also retrieve “Bradley”, and “Lead Liaison” would also retrieve “Lead Liaison LLC”.
- Search input screen: Select whether the lookup icon on the form is always there, or if it appears when you’re missing contact information.
- Search results display: Select whether all results are shown, show first match with a button to show all results, or show only the first match
Add your sources using the “+” button.