getting Started
Overview
The SleekFlow Contact destination is used to automatically push potential customer information submitted to CDP through external forms and other channels, which includes phone numbers with area codes, to a designated SleekFlow CRM, creating a new contact named after the phone number.
parameter
Parameter name | must | describe |
|---|---|---|
API Key | yes | The Sleekflow API key credentials can be found in the SleekFlow backend under "Software Integration" > "Direct API" > "Platform API". |
Fields Mapping | no | The left side is the field ID, and the right side is the path, for example: name=properties.form_data.name, address=properties.address |
Default Mapping | no | The left side displays the field ID, and the right side displays the value. For example: name=jake, address=beijing |
Configure destination
Get SleekFlow API Key
Configure contact field mapping (on demand)
If you need to customize the contact information section in the Sleekflow backend contacts, please click "Manage Contact Information Sections" to add it.
Then name the data fields and record the data field codes to set the mapping with the fields in the CDP event.
Configure the path mapping between the contact field and event data in the source, for example:
Name=properties.name, Email=properties.email, Form_phone=properties.form_phone, Address=properties.address, Emergency Contact=properties.emergency_name, Emergency Phone=properties.emergency_phone, Remark=properties.message, Trial Date=properties.date, Anonymous_ID=anonymous_id,
Example of CDP event data:
(On-demand) Default mapping of the contact field
For example, to set a default value for the data source of SleekFlow contacts, you can configure the source as follows:
Find the data source in the data management section and click edit.
Find the data field code and copy it for use.
Set the default mapping:
LeadSource=Tasting Form
