LeadPerfection

Welcome! This guide explains what you need to do to connect your LeadPerfection account to Siro. To link your accounts so that Siro recording and AI-analysis data appears in LeadPerfection and key deal data (dollar value, outcome, etc.) appears in Siro, follow the process outlined below.

Note: You must have admin accounts for both LeadPerfection and Siro to complete this process.

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What this integration enables

Once configured, the Siro–LeadPerfection integration will:

1. Sync your LeadPerfection appointments to Siro so recordings are automatically linked to the right engagement records, and reps receive reminders to record ahead of appointments.
2. Auto-fill LeadPerfection records using Siro’s data extraction engine, which pulls structured fields from transcripts and writes them back to your CRM.
3. Push AI-generated call summaries and notes from Siro directly into the associated LeadPerfection engagement record – no manual copy-paste required.

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Before you begin

Before starting setup, ensure:

• You have admin access in both LeadPerfection and Siro.
• You can create users and manage API permissions in LeadPerfection’s Security settings.
• You have your LeadPerfection Client ID on hand. This is the set of letters/numbers that appears before leadperfection.com in the URL when you’re logged into your account (e.g. if your URL is acme.leadperfection.com, your Client ID is acme).
• If your organization uses a custom LeadPerfection domain (i.e. your login URL is not a standard *.leadperfection.com address), let your Siro Customer Success Manager know – there is an additional configuration step on our end.

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Steps to connect

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Step 1: Create the Siro API User in LeadPerfection

Siro connects to LeadPerfection using a dedicated API user. You’ll need to create this user and grant it the right permissions. Create the user:

• Log into your LeadPerfection instance.
• Go to Security > Employees.
• Click + to add a new user. Enter “Siro” as the First Name, Last Name, and Username – then press SAVE.
• Navigate to Security > Passwords. Find the Siro user you just created and assign it a password. Save this password – you’ll need it in Step 2.

Assign API permissions:

• Navigate to Security > User Access. Use the search box to find the “Siro” user row.
• Click the Pencil and Paper icon to edit the row.
• On the right side under Function Level Security, change the dropdown from LeadDetail to API Security.
• Using the checkboxes, enable the following API methods, then save:

Important: If any of these permissions are missing, the integration will fail to sync appointments or push notes. All three must be enabled for the integration to function correctly.

Enable individual reps: Each sales rep also needs to be enabled at the account level in LeadPerfection in order for Siro to push data on their behalf. If a rep’s calls are not appearing in Siro or their notes are not pushing to LeadPerfection, verify that the rep is enabled in LP account settings.

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Step 2: Set Up the Integration in Siro

• Within the Siro web app, go to Settings > Integrations > + New Integration.
• Select Lead_Perfection from the dropdown.
• Enter the following credentials:
  • Username – the “Siro” API user you created in Step 1
  • Password – the password you assigned in Step 1
  • Client ID – the prefix from your LeadPerfection URL (see Before You Begin above)

That’s it – you’re now all set. Data should begin syncing between the platforms every 10 minutes. You may need to close and re-open each application in order to see the connection take effect. Having trouble? Get help from Siro: Contact your Customer Success Manager at Siro or email support@siro.ai and our team will help ensure you get set up properly. If you’d like us to complete the setup on your behalf, you can securely share the credentials from Step 1 and we’ll take it from there.