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 (Search and Enrich)
- 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 (Search and enrich)

	Standard Lookup	Smart Lookup (Search and enrich)
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).
Captello Enrichment Network 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.

Lookup field mapping depends on the lookup source. Many of them support custom mapping. Find the details about each source below:

All standard fields

Custom mapping looking up the Contact object is available. Refer to Adobe Marketo | Capture Form Marketo Lookup

Custom mapping is available for looking up the Person/Lead object. Refer to Adobe Marketo | Capture Form Marketo Lookup

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 Captello Enrichment Network. 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.

Add as many sources as desired and rank them. You can move them up or down by dragging the move icon.

Auto-enrich with Captello Enrichment Network

When enabled, enrichment data and Talking Points will appear on the Captello Enrichment Network verification screen and upon closing the results screen. This option enriches leads using social network data, adding details like gender, age, profile photo, Twitter URL, LinkedIn URL, LinkedIn bio, and more to the Prospect record.

Enable Smart Lookup on Fields (Search and Enrich)

It does not matter which field(s) you enable ‘Search and enrich’ on. This is just to show a button that launches the smart lookup pop-up.

You can have the button on as many fields as desired.

You can also enable Standard Lookup at the same time, that way, Smart Lookup will be available on the mobile app, while standard lookup will be available on the webapp.

You can also use Smart Lookup and Standard Lookup in conjuction by enabling Standard Lookup on the email field, while having the Smart Lookup enabled on any other field. It does not matter which field smart lookup is enabled on since it is only used to launch the Smart Lookup pop-up.

Using Smart Lookup

Smart Lookup is currently supported on the mobile app only. However, you can also keep regular lookup on for web-view submissions.

Once Smart Lookup is enabled on both the form’s properties and form fields, you are able to use it on the mobile app

To use Smart Lookup, tap any of the Smart Lookup icons you have enabled.

Alternatively, click the ‘Search and enrich’ button at the bottom of the form.

The lookup pop-up will launch, prefilled with contact information you have on the form, including First Name, Last Name, Email, Company and Job Title.

Click the search button to perform the lookup.

In this example, ‘Show all results’ is selected, allowing you to tap any of the results to till the form.

Adjusting Search After Showing Results

To go back to the lookup pop-up and make search adjustments, tap Refine search.

Standard Lookup

The lookup feature allows you to prefill capture form fields by searching databases that you have connected, such as NPI or your Salesforce account. The search can be done using email address, or in case of NPI, using the NPI of the lead.

Setting up Lookup

To set up the Lookup feature in a capture form, follow the steps below:

Click on a field on the form (preferably Email, unless NPI is used), navigate to its properties, and enable the Lookup toggle.

Email is recommended since lookup is done using email (except for NPI, refer to NPI Lookup for NPI Lookup setup). It makes it easier if you are scanning badges or business cards to have the email field pre-filled then have the lookup performed.

Select your Lookup source, which can be ‘System’ (Your existing prospects, an always available options), HubSpot, Marketo, Salesforce or NPI (if you have the licenses for them).

To review data before filling the form, turn on the ‘Verify Data’ toggle. It works similar to business card AI transcription.

The lookup field will have a search button on the side. Its colors can be customized.

Here is an example of how verification looks like:

Make sure that Smart Lookup is not enabled on the same field, otherwise, it will not show the standard lookup icon on the mobile app.

If you need to use Smart Lookup in conjuction, you can have Smart Lookup enabled on another field. It does not matter which field smart lookup is enabled on since it is only used to launch the Smart Lookup pop-up.

Customizing The Lookup Search Button Color

In the style tab of the capture form, scroll down to tthe ‘Lookup button style’ section. To custmize the colors of the button, turn off the ‘Use theme style’ toggle, then choose your desired colors.

‘Lookup button color' changes the background color of the button, while 'Lookup icon color’ changes the color of the magnifier on the button.

Setting Up Lookup For Different Systems

My Captello/Lead Liaison Account Lookup

The system lookup allows you to lookup existing Captello prospects using Email. To enable it, select ‘My Captello (CRM)’ from the Lookup source drop-down.

HubSpot Lookup

To lookup HubSpot records, select ‘HubSpot’ from ‘Source’.

Salesforce (Professional) Lookup

The following applies to the Salesforce (Professional) connector. For Salesforce (Standard), refer to Salesforce (Standard) | Salesforce (Standard) Lookup.

Since Salesforce has different types of records (Leads & Contacts) and can have multiple leads using the same identifer (ie. Email), and since the Lookup field returns one record per search, there are sorting options to help you get the right result, detailed as follows:

Record type: Choose between leads only, contacts only, leads then contacts (searches leads first), or contacts then leads (searches contacts first).

Sort by: This option lets you choose the order of the search. It can be by most recently modified, least recently modified, most recently created, and least recently created.

Marketo Lookup

To lookup Marketo records, select ‘Marketo’ from ‘Source’.

The ‘Sort By’ option is useful when you have multiple records with the same email. It can give priority based on the selected option. Available options are:

Most recently modified.
Least recently modified.
Most recently created.