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Texada Handle Ideas Portal
Status Needs more votes
Created by Brian DeLong
Created on May 14, 2025

Syndicated Lead APIs (Tractorhouse, Deere CLG, UCC, Machinery Pete, eCom) to Account records

Allow for integrations to collect "lead" data under account records. This is in addition to the current capability to create items like Leads, Sales Calls, Pipelines or Opportunities.

Requirements:

  • collect each lead as a record

  • flag account with recent leads

  • include nightly calculations for key lead sourcing fields

  • needs to include of ability to either create prospects or collect unlinked leads for processing

  • Attach files