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Link your accounts so that Craft recording and AI-analysis data appears in LeadPerfection, and key deal data (dollar value, outcome, etc.) appears in Craft.
You must have admin accounts for both LeadPerfection and Craft to complete this process.

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Steps to Connect

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1. Getting Access in LeadPerfection

1

Log into your LeadPerfection instance

2

Create a new user

Go to Security > Employees. Click the + to add a new user, and enter Craft AI as the First Name, Last Name, and Username — then press SAVE.
3

Assign a password

Navigate to Security > Passwords. Find the new user you created in the previous step and assign a password.
4

Grant API access

Navigate to Security > User Access. Using the search box on top, type in Craft AI to find the recently created user’s row.
  • Click the Pencil and Paper icon to edit the row.
  • On the right side/tab under Function Level Security, change the dropdown from LeadDetail to API Security.
  • Select the following four APIs using the checkboxes, then save:
    • GetSalesApptDetailDateRange
    • GetSalesApptDispProd
    • AddNotes
    • UpdateSalesApptDetail3
5

Gather your credentials

For the next step, you’ll need:
  • The username and password you just set.
  • Your Client ID — the first 4 letters/numbers found in the URL before leadperfection.com when you’re logged into your LeadPerfection account on web.

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2. Setting up the Integration in Craft

Email your contact at Craft with your LeadPerfection username, password, and Client ID, and we’ll finish wiring up the integration on our side. That’s it — once connected, data will begin syncing between the platforms every hour or so. You may need to close and re-open each application to see the connection take effect.

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Need Help?

Reach out to your contact at Craft, or email support@craftflow.com.