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Leadtype definitions

Within a Group, you can create different Leadtypes.

Example:
Group Definition:

  • Website Downloads

Lead Type Definition:

  • Whitepaper Marketing Automation

  • Whitepaper Churn

  • Webinar


You can create a new lead type definition via the 'Add' button.

Lead type definitions that have been added before are visible on this tab. By clicking on the gear icon , you can edit, duplicate or delete an existing group definition.

The screen with an edit menu unfolded looks like this:


Add Lead Type

As soon as you have clicked 'Add', you will see the screen below:


Specify a Code and Description for the lead type. For example Whitepaper Marketing Automation.

The Cluster Code is for your own reference. For example Whitepaper

At Group select the group you created in the previous step. For example, Whitepaper download.

At Webhook enter the URL of the webhook. Once a lead comes in on this type, the webhook will automatically go off.


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Leadtype definitions Add Lead Type

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