Leadfox and SegMetrics
Connect your SegMetrics account to Leadfox and pull in all of your historical leads and contact data. You can then use that data to create reports inside SegMetrics.
Integrate Leadfox and SegMetrics
First, integrate your Leadfox account with your SegMetrics account
To integrate with Leadfox:
- Head over to the Integrations page in your SegMetrics account
- Click on the Leadfox integration
Note: You can connect to a single CRM or Email tool at a time. If you’ve already connected to a CRM or email tool, you’ll need to disconnect from that tool in order to integrate with Leadfox.
- Enter the following Leadfox account credentials (find your credentials at Settings > API):
- Client API Key
- User Secret
- Click Connect Leadfox
Once integrated, SegMetrics imports all historical contact and deal information from your Leadfox pipelines.
How much historical data is synced when you first connect Leadfox to SegMetrics?
When you connect a new Leadfox data source, all historical data from your Leadfox account is synced.
Pro Tip: Once your Leadfox Data Source is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical Leadfox data in your SegMetrics reports.
Reporting on Leadfox Data
Now that you have Leadfox connected to your SegMetrics account, you can start running reports and using Leadfox data to filter and segment.
For example, run a New Leads report to see the total number of new leads added to your Leadfox account in the last 30 days.
Use the Tags filter to filter your reports by contacts who have been applied a given tag name.
Use the Deal filters to filter your reports by deal name, pipeline name, pipeline stage name, and more.
Frequently Asked Questions
What time zone is Leadfox data synced in?
Leadfox data is synced in UTC. SegMetrics reports on your data based in the timezone that you set in your Account Settings.
Do I need the tracking pixel to get the data found in my Leadfox account?
You do not need to create a Tracking Link for SegMetrics to track website visitors, it will still gather the UTM data. Tracking Links provide a simple way to get further detail of exactly which link they clicked for ads, email broadcasts, or campaigns.
To learn how to create a tracking link, click here to be taken to our URL builder quick walkthrough.