About UpLead

UpLead is a business-to-business prospecting platform specialising in providing comprehensive B2B contact and company data. UpLead furnishes various features such as real-time e-mail verification, availability of worldwide contacts spanning across over 200 countries, over 50 search criteria, and technology tracking.

Use case

For any Company and person record created in Pipeline, you can enrich the record using UpLead and access additional information for closing the deal. 

Integration setup 

Pipeline Admins can navigate to App Store, find UpLead integration, click "install"

Navigate to "Uplead API"

On your UpLead dashboard, navigate to your profile settings  by clicking on ">" icon located at the bottom left

In profile scroll down to API KEYS section and Click on reveal API key. If No API key is available please click on "generate new API key"

Copy and paste this API key in the UpLead configuration Pipeline CRM  

Click on "Test Connection" to verify if the API key is working and then click on "Save"

In the settings section, you can map the data from UpLeads to Pipeline fields. Some fields will be mapped by default. You may choose to create custom fields and map the respective custom fields to UpLead fields. 

You can choose to enrich:

• Person fields 
• Company fields 
• or both 

Moreover you have the configuration to override any existing data for person and company fields. For example if have mapped UpLead's LinkedIn URL to Pipeline's LinkedIn URL, and you have stored the person's LinkedIn URL, the enriched data from UpLead will remove your inputted URL and update it with UpLead's data

Finally, after the configuration setup is complete please click on "Back to App Store" and enable the integration.

 

Please note that we do NOT update ALL your company and person records once the integration is enabled. Only the person or company records created or updated after enabling the UpLead integration will be updated. 

The integration logic works based on work email:
- If a new person is created and the work email ID is present, the person record is enriched based on the mapping configuration
- if a person is updated, & the work email is not changed there is no enrichment
- if a person is updated, & the work email is changed, the person record is enriched based on the mapping configuration

Using Lead Generation

Using Pipeline's Uplead integration, you can streamline the process of finding and importing leads into your CRM system, enabling sales teams to work more efficiently. Let’s explore how to set up, configure, and use this feature effectively.

Step-by-Step Guide to Enable Lead Generation Integration

1. Access the Admin Panel:
   • Navigate to the admin panel in your CRM.
   • Go to "Account Settings" and enable the lead generation integrations. The configuration allows you to choose Uplead for enrichment, lead generation, or both. 
2. Permissions and User Management:
   • Ensure that the integration is enabled for specific users or roles as needed.
3. Authentication:
   • Same as enrichment.

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Advance Configuration

1. Customizing Lead Sources:
   • Create custom lead sources in your CRM to differentiate leads from various tools. From the admin panel, you can create a custom Person lead source, which can be used under Lead generation Settings > Lead source
2. Mapping Fields:
   • Use the mapping settings to align data fields from the integration tool with fields in your CRM (e.g., "First Name" to "First Name").
   • Map other fields to existing or custom CRM fields as required. This configuration is shared with the enrichment configuration. 
3. Enabling Specific Features:
   • Choose whether to use only lead generation, enrichment, or both.

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Using Pipeline's Uplead Lead Generation Integration

Once you have configured and enabled the integration, you can click on the add icon and click on "Find Leads"

1. Importing Leads:
   • Define your search criteria in the interface
     

     • Examples:
       • Sales Managers at private companies in New York with 1,000–5,000 employees.
       • Marketing and Sales Vice Presidents in the U.S. for companies under $ 5 million in revenue
   • Adjust the number of leads to import (10, 20, 50, etc.).
   • Once you have defined the search criteria click on "Import leads" at the bottom of the page.
2. Managing Imports:
   • Once the import starts, you will be navigated to the status page where you can track the import 
   • Review the status and details of imported leads, including associated companies and contacts.
   • Use the Action > reload icon to replicate or refine previous search criteria.
   • View recent imports via the "Manage Imports" page. Filter on the import ID to look at all your lead generation imports.
3. Avoiding Duplicates:
   • Utilize the “Check for Duplicates” feature to identify and remove duplicate leads.

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Post-Import Actions

1. Review Leads:
   • Navigate to the imported leads section to review the details of new contacts and companies.
   • Access linked company profiles to validate the imported information.
2. Start Engagement:
   • Initiate nurture campaigns or direct outreach.
   • Use integrated tools to call leads or send personalized emails.
3. Refine Searches:
   • If results are unsatisfactory, use the reload option to refine and rerun searches with adjusted criteria.