Leads

Leads - Frequently Asked Questions (FAQs)
What is the lead form? The lead form enables vendors to collect contact information from interested buyers on TrustRadius. Are all vendors able to use ...
Wed, 14 Jun, 2023 at 8:25 AM
Enable your lead form
The leads feature will be available starting in June 2023. If you are a TrustRadius customer, you will receive an email from your Customer Success Manager o...
Tue, 13 Jun, 2023 at 9:02 AM
View your TrustRadius leads
You can view information on any leads submitted through TrustRadius on the Leads Activity page in the vendor portal.  Note: To start collecting leads th...
Tue, 14 Nov, 2023 at 8:07 AM
Leads Webhooks - Overview
You can set up a webhook to instantly deliver your TrustRadius leads to the systems you use to manage and take action on leads.  To set up a webhook, pleas...
Fri, 17 Nov, 2023 at 12:45 PM
Set up a webhook to send TrustRadius leads to Salesforce
TrustRadius offers the ability to set up a webhook to deliver your TrustRadius leads to Salesforce. Leads you collect on TrustRadius will be created as new ...
Fri, 16 Jun, 2023 at 12:37 PM
Find your Salesforce endpoint URL, OID value, and field names
To send TrustRadius leads to your Salesforce instance, you will need your Salesforce endpoint URL and OID value. To find this information, follow these step...
Fri, 17 Nov, 2023 at 12:54 PM
How to create custom fields on your lead object in Salesforce
If necessary, you can create a custom field(s) on your lead object in Salesforce to map values from your TrustRadius lead form to your Salesforce instance. ...
Fri, 17 Nov, 2023 at 12:57 PM
Set up a webhook to send TrustRadius leads to a third party system
You can set up a webhook to deliver your TrustRadius leads to the system(s) that your organization uses to manage leads.  Notes:  To start collecting ...
Wed, 2 Aug, 2023 at 12:50 PM
Set up a webhook to send TrustRadius leads to HubSpot
You can leverage HubSpot forms to instantly deliver your TrustRadius leads via webhook to your HubSpot instance Note: To start collecting leads through Tru...
Thu, 15 Jun, 2023 at 11:32 AM
Set up a webhook to send TrustRadius leads to Zapier
TrustRadius leads can be sent via Webhook to Zapier. Leveraging Zapier, you can automatically post new TrustRadius leads to Slack, send email notifications ...
Wed, 14 Jun, 2023 at 10:43 PM