You can bring lead sources into SalesPype in a variety of ways. 

These are the most common:


  1. Manually upload leads via CSV

  2. Connect Lead Sources to SalesPype via API

  3. Connect Facebook Lead Ads directly to SalesPype

  4. Connect Lead Sources to SalesPype via Zapier


When a lead source can’t integrate with SalesPype using the methods above, our team can create a new integration using email parsing. In order for email parsing to be an option, the lead vendor has to be able to send the lead to you via email.


This guide will walk you through the process of requesting a new lead source integration via email parsing.


Step 1: Verify that the lead source can send you leads via email

If so, move on to the next step. If they can’t, this option won’t work for you.


Step 2: Create a sample campaign in SalesPype and call it: 

“Name of Lead Source” Integration Test

In the example screenshots below the lead sources name is “QuoteWizard.”

*Make note of the email address associated with the campaign. Each campaign is assigned it's own unique email address. You can see it highlighted in purple below.



Step 3: Contact your lead source (vendor)

Now you'll need to reach out to your lead source and request some sample leads. Tell the lead source to send the leads to the unique email address associated with the campaign. We covered this in the last step.


Step 4: Confirm that the sample leads have been sent

To verify that the sample leads have been successfully received by SalesPype you'll need to check your Mailbox in the Settings section.



Once the Mailbox opens up you'll see if the leads have arrived. It will look something like this:


Step 5: Click the Details Button and identify info that needs to be parsed



Record a quick video or prepare a screenshot making it clear the fields that need to be parsed. You also need to let our team know where the data fields from the lead should populate in our system.



Step 6: Submit the New Integration Request Form

Finally, you'll need to submit the new integration request form to our team. 

Follow this link to complete the form: Submit Request 



Step 7: Connect Your New Lead Source


You'll complete step 7 after our team has completed the integration. In this final step you'll create a campaign that you want your leads to flow in to. 


Step 1: Make sure your lead source is sending the leads to the unique campaign email address


Step 2: Select the correct lead source from the Direct Integrations drop down menu




YOU'RE DONE!!!