Trailspark Leads

Overview

Trailspark Leads is a second, optional list alongside Trailspark Accounts: one row per person, so you can see who at a scored account is engaged. It is off by default and available on every CRM Trailspark Accounts supports.

Turning it on

Turn it on from the Destination tab of your CRM's page, once your CRM is connected. The Trailspark Leads card has the switch, described on screen as "Adds a second list with one row per person, so you can see who at an account is engaged."

Which scores get a person onto the list controls who gets a row. By default, only people currently scored Hot do, so turning this on doesn't flood your CRM with every person Trailspark has ever seen.

Account rows always update before person rows. If both lists have work waiting, a backlog of person rows can delay person rows. It can never delay an account row.

How people are matched

Trailspark matches a person to your CRM by email address, against your CRM's own contacts. A person with no email on file, or one Trailspark can't match, still gets a row, and Trailspark keeps checking for a match.

Score status on a person's row

• Current: the row reflects a live score.
• Merged: your CRM merged this person's contact into someone else's. The row is marked Merged once, and then left alone for good. It is never updated, deleted, or brought back. This is deliberate: a merged person's row is finished, not an error to fix.

Erasing a person's data

If you erase a person's data in Trailspark, their row on Trailspark Leads is deleted. This is the only reason Trailspark ever deletes a row here. It doesn't touch their contact in your CRM; that record is yours to remove separately if you want it gone too.

Next steps

• Trailspark Accounts overview: the account list every person row links back to
• Which accounts appear, and what happens after: which accounts get a row, and what happens after
• Connection health: how each list's backlog is reported
• Your Trailspark Leads board on monday: the monday-specific details