When Roobrik is integrated with my ActiveDemand portal, what happens when a lead converts?
Did You Know?
EnquireMAP is the same thing as ActiveDEMAND! So, if you and your organization use EnquireMAP as your Marketing Automation Platform, please reference this and any other documentation about how Roobrik integrates with ActiveDEMAND to learn more about how you can set up marketing campaigns for your Roobrik leads!
When does a lead get pushed into ActiveDemand?
As soon as the survey is completed, Roobrik will promptly push all Sales Qualified Leads and Marketing Qualified Leads into ActiveDemand. This will happen simultaneously with the sending of the Lead Notification email.
For more information about how Roobrik defines a Sales Qualified Lead and a Marketing Qualified Lead, check out this article.
Where can I find my leads in ActiveDemand?
- Your leads will likely appear at the top of the Contacts list.
- Alternatively, if you can't find your leads at the top of the list of Contacts, you can search for them by name, email address or phone number.
To learn more about how to access your Roobrik leads, click here.
What information gets pushed into ActiveDemand for SQLs?
- The contact's Details section displays the First Name, Last Name, Email, and Phone Number.
- On the contact's Activities tab, we include a pinned Note with the full Roobrik Report summary. This contains the custom fields where we populate Roobrik survey information, including the question responses, the report URL and the outcome.
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What information gets pushed into ActiveDemand for MQLs?
- The only available contact information for MQLs is an email.
- On the contact's Activities tab, we include a pinned Note with the full Roobrik Report summary. This contains the custom fields where we populate Roobrik survey information, including the question responses, the report URL and the outcome.